Grosvenor Consultancy

Independent Financial Advisers in Swindon, Wiltshire

Grosvenor Consultancy Limited was established by Ben Olson and Matt Jones in 1998 and has built a strong reputation for providing quality advice and planning services to clients predominantly across the South West of England.

 

Our Head Office is based in Bristol, with additional offices in Swindon and Highworth. With over 200 years of combined industry experience, our qualified advisers, fully supported by a dedicated client services team, manage in excess of £200 million on behalf of their clients.

 

We work very much as a team with everyone playing a vital role in supporting our clients. 

Contact Details

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Phone

01793 433965

 

Address   

Priam House
Fire Fly Avenue,

Swindon
Wiltshire,

SN2 2EH

List of Services

Investments

  • Bonds
  • Collectives
  • EIS
  • Endowments
  • Fixed Interest
  • Investment Trusts
  • ISAs
  • OEICs
  • Offshore Collectives
  • Structured Products
  • Unit Trusts
  • VCT

Mortgages

  • 1st Time Buyer
  • Buy to Let
  • Endowment
  • Equity Release
  • Help to Buy
  • Interest Only
  • Let to Buy
  • Remortgaging
  • Repayment
  • Shared Equity
  • Shared Ownership

Pensions

  • Annuities
  • auto enrolment
  • Executive Plan
  • Final Salary Pension
  • Income Drawdown
  • Occupational
  • Personal Pension
  • Retirement Plan
  • SIPP
  • SSAS
  • Stakeholder
  • State Pension advice

Personal Insurance

  • Convertible Term
  • Critical Illness
  • Decreasing Term
  • Endowment
  • Family Income Benefit
  • Income Protection
  • Increasing Term
  • Investment Linked
  • Level Term
  • Long Term Care
  • Permanent Health Insurance
  • Renewable Term
  • Whole of Life
  • With Profits

Business Insurance

  • Key Person
  • Pension and Capital
  • Share Protection

Wealth Preservation

  • Inheritance Tax
  • Trust Information

Grosvenor Consultancy Ltd is Authorised and Regulated by The Financial Conduct Authority and is entered on the Financial Services Register under reference number 187799.

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We provide Financial Advice in...

Financial Adviser (IFA) in Wiltshire; Amesbury, Calne, Chippenham, Devizes, Malmesbury, Marlborough, Melksham, Mere, Pewsey, Salisbury, Shaftesbury, Swindon, Trowbridge, Warminster and Westbury

 

Financial Adviser (IFA) in Hampshire; Aldershot, Alresford, Alton, Andover, Basingstoke, Bishops Waltham, Bordon, Brockenhurst, Eastleigh, Emsworth, Fareham, Farnborough, Fleet, Gosport, Havant, Hayling Island, Hook, Liphook, Liss, Lymington, Lyndhurst, Petersfield, Portsmouth, Ringwood, Rockbourne, Romsey, Southampton, Southsea, Whitchurch and Winchester

 

Financial Adviser (IFA) in Dorset; Beaminster, Bournemouth, Bridport, Christchurch, Dorchester, Lyme Regis, Poole, Shaftesbury, Sherborne, Swanage, Weymouth, Wimborne Minster

 

Financial Adviser (IFA) in Somerset; Bridgwater, Burnham-on-Sea, Chard, Cheddar, Dulverton, Frome, Glastonbury, Highbridge, Minehead, Shepton Mallet, South Petherton, Street, Taunton, Temple Cloud, Templecombe, Watchet, Wedmore, Wells, Wincanton, Winscombe and Yeovil

 

Financial Adviser (IFA) in Gloustershire; Cheltenham, Chipping Sodbury, Cirencester, Dursley, Gloucester, Lydney, Mitcheldean, Newent, Stow-on-the-Wold, Stroud, Tewkesbury, Wotton-under-Edge and Cinderford

 

Financial Adviser (IFA) in Oxfordshire; Abingdon, Banbury, Bicester, Chipping Norton, Didcot, Faringdon, Henley-on-Thames, Oxford, Thame, Wallingford, Wantage and Witney

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