Stewart’s story

Forming a partnership

I have known and worked with Elaine for more than 20 years, so when I started my own accountancy practice and was looking for an IFA, I was happy that Grosvenor Birch was the right choice – both for me and my clients.

Quick to react

I am particularly impressed by their ability to react to changes in legislation and offer advice and opinion as to how this will impact clients – before clients call them. In addition, their responses to client requests are always quick and efficient.

Professional but personal

It is a pleasure to phone Grosvenor Birch’s office because you are recognised as a person rather than just another client. Their team always knows what is going on with all my clients’ affairs and are always helpful in my adviser’s absence, which gives me confidence that my clients are being well looked after.

Practical ideas

I have been confident about making my own financial decisions but it was reassuring to have Grosvenor Birch’s input. Over a long career you often accumulate various pension pots which need consolidating. When I wanted advice about how to make the best of recent changes in legislation, Elaine understood the more unusual aspects of my pension provision and was able to devise a strategy to give me what I wanted whilst picking out the best solution for each individual policy.

I am very pleased with the advice received in planning my own imminent retirement.