Jan is an experienced and qualified adviser with an entire career in financial services. She has been an Independent Financial Adviser with Grosvenor Consultancy Limited since 2001.
Jan specialises in retirement and investment and is able to offer innovative later life solutions.
She understands that no two clients are the same, which is why she spends time getting to know them and ensuring that the relationship is built on trust; client’s personal goals and objectives are what drives her discussions. The client comes first.
Jan’s areas of expertise include:
- Inheritance Tax Planning and Trusts
- Long Term Care
- Equity Release
My wife and I have benefitted from Jan Bishop’s pensions, savings and investments guidance for some 10 years. During this time financial markets have been outrageously turbulent but, with the benefit of regular review and adjustment, our portfolios have weathered the storms more effectively than we believed likely.
Jan was an invaluable help to me in choosing and arranging my pension portfolio; it has proved to be very successful. I was particularly impressed in the way she included my wife in the decision making process. I would happily recommend the service she provides.