About us

Having previously worked together at another financial services practice, we felt we could offer clients a more personalised service facilitated by technology. So, Grosvenor Wealth was born, combining cutting-edge financial technology with good old-fashioned client service to create a holistic financial planning proposition that caters to our clients’ every need.

Client service is at the heart of everything we do. We understand that each client’s requirements are unique and work with individuals in the way that best suits them. Whether you prefer face-to-face contact or enjoy the convenience of video calls, we’re happy to adapt to your preferences. It’s our job to make the financial planning process as smooth and uncomplicated as possible. 

Our Chartered status means we have made a public commitment to maintaining the highest standards of professionalism, excellence and ethics. Our independence means we have the freedom to recommend the best products and solutions for your circumstances, without restriction to any particular product, provider or fund manager.

Whatever your goals may be, we’re firmly on your side. We are committed to acting in your best interests and providing you with all the information you need to make educated decisions about your finances.

Let’s work together.