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Grosvenor Wealth Management

Grosvenor Wealth Management

Financial ServicesFlag of GBHarpenden, England, United Kingdom11-20 Employees

Company overview

HeadquartersNine Waterside, Station Road, Harpenden, Herts AL5 4US, GB
Phone number+442030304141
Websites
NAICS52
SIC628
Keywords
Mortgages, Annuities, Equity Release, Investments & Savings, Insurance & Protection, General Financial Planning, Pension And Retirement
Founded1999
Employees11-20
Socials

Key Contact at Grosvenor Wealth Management

Flag of GB

Benedict Anderton

Director

Grosvenor Wealth Management Email Formats

Grosvenor Wealth Management uses 1 email format. The most common is {first name}.{last name} (e.g., john.doe@gwmfs.co.uk), used 100% of the time.

FormatExamplePercentage
{first name}.{last name}
john.doe@gwmfs.co.uk
100%

About Grosvenor Wealth Management

Established more than 20 years ago, we are experienced Independent Financial Advisers & Wealth Managers with offices in London and Hertfordshire. Our Wealth Management service ensures that our clients set clear financial goals and our complementing advice services ensures these are effectively and efficiently achieved in a sustainable way. Based on our in-depth understanding of our clients’ circumstances and their long-term financial aspirations, we engineer a coherent and sustainable Life Plan to achieve these by blending our expertise in investment management, financial protection, retirement planning and inter-generational planning. We also identify and combine a suitable range of market-leading financial products and services and actively monitor and challenge their performance to ensure the best possible outcome for our clients. Grosvenor Wealth Management is also connected to GWM Asset Management, delivering end-to-end discretionary investment management for our clients who wish us to make ongoing investment decisions on their behalf. We’ll also seek to understand the extent our clients want us to manage their Life Plan. Some look to us to provide ongoing advice; others ask us to provide technical guidance to help them make their own financial decisions. We’re happy to work with one individual, a couple or a whole family. We also prefer to develop long term client relationships, rather shorter term transactional based work - although ultimately, we are sensitive to our clients' needs. If you would like to discuss the possibility of becoming one of our clients, please speak to us. We look forward to welcoming you to Grosvenor Wealth Management.

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Grosvenor Wealth Management revenue & valuation

Annual revenue$1,454,435
Revenue per employee$86,000
Estimated valuation?$4,700,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Head
Manager

Employees by Department

Grosvenor Wealth Management has 6 employees across 2 departments.

Departments

Number of employees

Funding Data

Grosvenor Wealth Management has never raised funding before.

Grosvenor Wealth Management Tech Stack

Discover the technologies and tools that power Grosvenor Wealth Management's digital infrastructure, from frameworks to analytics platforms.

Modernizr

Modernizr

JavaScript libraries

Awesomplete

Awesomplete

Search engines

jQuery UI

jQuery UI

JavaScript libraries

jQuery Migrate

jQuery Migrate

JavaScript libraries

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Bootstrap

Bootstrap

UI frameworks

Yoast SEO

Yoast SEO

SEO

Google Tag Manager

Google Tag Manager

Tag managers

GoDaddy

GoDaddy

Hosting

Frequently asked questions

Grosvenor Wealth Management is located in Harpenden, England, GB.
You can reach Grosvenor Wealth Management at +442030304141.
Grosvenor Wealth Management was founded in 1999, making it 27 years old. The company has established itself as a significant player in its industry over this time.
Grosvenor Wealth Management has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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