News

18
Mar

Jail & Bail – The biscuit thief has been caught

Grosvenor have finally caught their man! After months of seeing a shortage of biscuits in the office, the thief has been apprehended. Grosvenor Managing Director Ben Olson, whilst himself enjoying a coffee and biscuit (now it is safe to do so), announced that the culprit is  none other than Adam Holmes, the Technical & Operations Manager. It was no surprise

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1
Mar

Ukraine Commentary

Most fund managers have provided an update on the impact of the Russia/Ukraine situation. Here is a commentary by Gill Lakin at Brompton who manages the VT Grosvenor Cautious and Adventurous funds. Investors keep calm and carry on as Russia invades In the early hours of 24 February, Russia’s president, Vladimir Putin, declared war on Ukraine. Volodymyr Zelensky, Ukraine’s president,

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11
Feb

Kicking off 2022 with some exciting charity plans

One of the most enjoyable parts of the new year for the team at Grosvenor is to finalise our charity fundraising campaigns. Over the past 3-years we have been delighted to support Children’s Hospice South West (CHSW), a charity that provide hospice care for children and families who live in the South West. In 2021 the total raised was £4,622.47

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18
Jan

Financial Planning – Tips for the future

As I said last month I have seen a definite increase over the past couple of years of people taking stock of their personal and financial arrangements. People’s circumstances have changed; sometimes through choice, sometimes not. There has undoubtedly been a great deal of soul searching, people have reflected on their futures, some have made changes and many have identified

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3
Dec

Seasons greeting

We would like to take the opportunity to wish you and your families a happy and safe Christmas. Grosvenor have decided to send our Christmas wishes electronically this year. In turn all the money we would have spent on cards will be donated to our chosen Charity, Children’s Hospice South West. We hope we can all experience a much happier

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22
Sep

15% fundraising hero

The Grosvenor team were delighted to have recently been recognised by JustGiving (the world’s most trusted platform for online giving) as one of the top 15% of fundraisers on their platform in the last month. This achievement recognises that our charity contributions have exceeded many thousands of others. Fortunately, it is Children’s Hospice South West who benefit the most as

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23
Jul

Why not having all your eggs in one basket makes sense – but not for the reason you think.

Most people would think that when a financial adviser mentions the word diversification, they will be referring to investments, spreading risk that kind of thing. This is true, however this month I am going to talk about diversification of ‘product’. People often ask me what is best, an ISA, a Pension, that kind of question. There is no categoric answer

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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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