News

26
Apr

Being careful – Don’t fall victim of scams

I was reading a report a few days ago about the extent of financial fraud in the UK. The report was produced by UK Finance – a trade body representing over 300 companies in the UK Banking and Finance sector.  What is clear is that financial fraud has now become so sophisticated that anyone of us, if we are honest,

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18
Mar

Knowing your financial future – 3 out of 4 female BS9 readers may not

The 8th March was International Womens Day and a day or two later I found myself reading a report from Hargreaves Landsdown suggesting only 29% of women have a clear idea of what their pensions are worth, compared to 44% of men and perhaps more worrying about 72% did not have an idea as to how their pension(s) were performing.

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15
Feb

The Return of Inflation – A Lesson From History…Perhaps?

As a financial planner, I help clients in many ways, often using cashflow modelling to provide bespoke pictorial predictions of someone’s financial future to help them work towards their objectives. One metric that I build into the system is Inflation. For years it is has tended to go quite unnoticed with an equivalent annual rate for Consumer Prices Index (CPI),

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19
Jan

Supporting Children’s Hospice South West Again in 2021

Although we are currently sat in a national lockdown, there is optimism and the hope of a light at the end of the tunnel. Saying goodbye to 2020 has been welcomed by all and the thoughts of a prosperous new year is on everybody’s mind. Here at Grosvenor our employees have always been committed to giving a little back and

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25
Jun

Where Do We Go From Here?

As questions go, it’s a short one – just 6 words. However, anyone trying to answer it at the moment, will take a great deal longer, with liberal use of that word, ‘However’ being required! In recent weeks I have thought of COVID 19 and all its implications (not just financial), as being like going into a dark tunnel. For

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21
May

Fundraising Efforts Raise Over £2K

During these challenging times the Grosvenor team have continued to keep up with their commitment of raising money for Children’s Hospice South West (CHSW). There has been a great response from the advisers and admin team in completing various endeavours for the 2.6 challenge from a sit up challenge to cycling, walking & yielding a wheelbarrow. In addition the team

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24
Apr

A Time for Charity

In these unprecedented times, when the majority of the country is in lockdown and people are home staying safe with their families, the Grosvenor team wanted to keep up their commitments to their chosen Charity, Children Hospice South West (CHSW). They are supporting CHSW for the second year running and wanted to make sure that they remain focussed on raising

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24
Mar

COVID 19 – Office Arrangements & End of Tax Year Planning

Dear All I am writing to update you on our current working practices and how we can ensure that we continue to provide support in these difficult times. Our phones in head office will be monitored but we would ask you to email any queries in the first place. Please only use the office phone number if it is very

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23
Mar

Company Update

Dear All I am writing to reassure you that we are fully operational during this business-critical and uncertain period. Following new guidance from the UK Government on 16 March, we’ve prioritised staff wellbeing and asked our colleagues who are at higher risk to return to home as well as asking our staff to follow Government guidance on self-isolation, where relevant.

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20
Feb

For The Times They Are A Changing

As a financial adviser my clients expect me to keep abreast of what is happening in the world of investments. I think I have heard the views of about a dozen investment companies so far in 2020 and what has struck me is how many are talking about Environmental, Social and (corporate) Governance (ESG). A few weeks ago, I attended

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