Dylan is a Co-Director and independent financial adviser at Grosvenor Wealth. He has two decades’ experience in the financial services industry, spanning the banking, mortgages, pensions and investment sectors.
Creating financial plans can be a daunting task; however, Dylan enjoys making a real difference to his clients’ lives by understanding their goals and helping them achieve their aspirations.
As a parent himself, Dylan is passionate about leaving a legacy for his children and giving them a strong start in life. This is something he helps his clients with as part of their wider financial plan, specialising particularly in legacy, pension and Inheritance Tax planning.
Will is a Co-Director and independent financial adviser at Grosvenor Wealth. Having worked in the industry since 2014, he helps clients at many different stages of their lives, from professionals who are building their wealth to individuals planning for a comfortable retirement.
Will is passionate about providing his clients with robust financial plans that give them the clarity they need to make informed decisions. He believes firmly in the importance of working in partnership with his clients, to gain a deep understanding of the things that are most important to them.
As an experienced Business Support Manager, Christina’s favourite aspect of her job is the variety each day brings.
Christina relishes working with a team that is always on the lookout for ways to improve and evolve, both personally and as a business. She loves the energy of the office and the fact that she and her colleagues all get along so well.
Mollie has been a Senior IFA Business Support at Grosvenor Wealth since 2019. She is dedicated to providing valuable support to our wider team of financial advisers and ensuring our clients receive the best possible service.
Mollie has a strong passion for finance and enjoys helping clients achieve their financial goals through strategic planning and guidance. She is committed to continuously improving her skills and knowledge in the industry, to better assist Grosvenor’s advisers and clients. Mollie enjoys being part of the Grosvenor Wealth team and contributing to the success of our clients’ financial journeys.
Bethanie has been an integral part of the Grosvenor Wealth team in her position as IFA Business Support since 2022. She is passionate about helping clients achieve their financial goals and takes great pride in the excellent service she provides to both clients and colleagues.
Bethanie is known in the team for her strong work ethic and commitment to excellence, and does an amazing job for our team and clients.
Simply get in touch – we think a good chat is the best way for us to get a feel for your financial requirements and what we can do to help.
Give us a call on 01904 694300 to get started.
Pavillion 2000
Amy Johnson Way
York
YO30 4XT
167-169 Great Portland Street
5th Floor
London
W1W 5PF
01904 694300
Grosvenor Wealth Ltd is authorised and regulated by the Financial Conduct Authority, Authorisation Number 793830. www.fca.org.uk/register
Registered in England and Wales. Company Registration 09470391.
Website by TOMD
Grosvenor Wealth Ltd
Pavillion 2000
Amy Johnson Way
York
YO30 4XT
167-169 Great Portland Street
5th Floor
London,
W1W 5PF
01904 694300
Grosvenor Wealth Ltd is authorised and regulated by the Financial Conduct Authority, Authorisation Number 793830. www.fca.org.uk/register
Registered in England and Wales. Company Registration 09470391.
Website by TOMD
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