Grosvenor Consultancy
Grosvenor Consultancy is a team of independent financial advisers that provides financial planning services. They offer services to meet the specific needs of clients throughout their financial journey.
- Equity release
- Family protection
- Inheritance tax planning
- Divorce financial advice
- Early retirement planning
- Financial planning services
- Investment portfolio management
Locations
Digital Popularity
Popularity over time
Social Media
Available on
Company Details
Grosvenor Consultancy is operated by Grosvenor Consultancy Limited and is a Active company incorporated on 13 February 1998 with the registered office located in Bristol, Somerset. Grosvenor Consultancy Limited was registered 27 years ago.
Status
Active
Size
Small
Directors
3
Age
27 years old
Employees
19
Turnover
Unreported
Total Assets
£1.44M
Cash in Bank
£1.29M
Total Liabilities
-£396.22K
Teams
21
13
3
2
3
Director • Joined Jun 1999
Managing Director • Joined Feb 1998
Administrator • Joined May 2022
PA, Administrator
Independent Financial Adviser • Joined Apr 2015
Independant Financial Adviser • Joined Jan 1998
Independent Financial Adviser Client Services • Joined Nov 2009
Independent Financial Planner • Joined Mar 1998
Independent Financial Adviser • Joined Jan 2009
Client Financial Planner • Joined Apr 2012
Independent Financial Adviser • Joined Apr 2015
Independant Financial Adviser • Joined Jan 1998
Independent Financial Planner • Joined Mar 1998
Independent Financial Adviser • Joined Jan 2009
Independent Financial Adviser • Joined Dec 2018
Independent Financial Adviser
Independent Financial Advisor • Joined Mar 2011
IFA • Joined Aug 2011
Chartered & Certified Financial Planner • Joined Feb 2015
Independent Financial Advisor • Joined Oct 2019
Administrator • Joined May 2022
PA, Administrator
Compliance Support • Joined Sep 2012
Director • Joined Jun 1999
Managing Director • Joined Feb 1998
Independent Financial Adviser Client Services • Joined Nov 2009
Client Financial Planner • Joined Apr 2012
Trainee Paraplanner / Mortgage And Protection Adviser • Joined Jun 2023
View 21 members