01794 521550 admin@grosvenorbirch.uk Contact

INFORMATION ABOUT OUR USE OF COOKIES

Our website uses cookies to distinguish you from other users of our website. This helps us to provide you with a good experience when you browse our website and also allows us to improve our site.

A cookie is a small file of letters and numbers that we store on your browser or the hard drive of your computer if you agree. Cookies contain information that is transferred to your computer’s hard drive.

We use the following cookies:

  • Strictly necessary cookies: These are cookies that are required for the operation of our website. They include, for example, cookies that enable you to log into secure areas of our website, use a shopping cart or make use of e-billing services.
  • Analytical/performance cookies: They allow us to recognise and count the number of visitors and to see how visitors move around our website when they are using it. This helps us to improve the way our website works, for example, by ensuring that users are finding what they are looking for easily.
  • Functionality cookies: These are used to recognise you when you return to our website. This enables us to personalise our content for you, greet you by name and remember your preferences (for example, your choice of language or region).
  • Targeting cookies: These cookies record your visit to our website, the pages you have visited and the links you have followed. We will use this information to make our website and the advertising displayed on it more relevant to your interests. We may also share this information with third parties for this purpose.

You can find more information about the individual cookies we use and the purposes for which we use them in the table below:

Cookie Name Purpose More information
Necessary rc::c This cookie is used to distinguish between humans and bots. http://www.aboutcookies.org.uk/cookie-types
Statistics _ga Registers a unique ID that is used to generate statistical data on how the visitor uses the website. http://www.aboutcookies.org.uk/cookie-types
Statistics _gat Used by Google Analytics to throttle request rate http://www.aboutcookies.org.uk/cookie-types
Statistics _gid Registers a unique ID that is used to generate statistical data on how the visitor uses the website. http://www.aboutcookies.org.uk/cookie-types
Statistics collect Used to send data to Google Analytics about the visitor’s device and behaviour. Tracks the visitor across devices and marketing channels. http://www.aboutcookies.org.uk/cookie-types

Please note that third parties (including, for example, advertising networks and providers of external services like web traffic analysis services) may also use cookies, over which we have no control. These cookies are likely to be analytical/performance cookies or targeting cookies.

You block cookies by activating the setting on your browser that allows you to refuse the setting of all or some cookies. However, if you use your browser settings to block all cookies (including essential cookies) you may not be able to access all or parts of our site.

 

Our values

To ensure we do the very best we can for our clients, we work to maintain some core values at all times.

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Quality

A Chartered firm, with three Chartered advisers and three Fellows of the PFS; our commitment to the highest level of knowledge is clear.

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Consistency

No matter who our clients are dealing with within the business, we ensure the high level of service they receive from us stays constant.

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Longevity

As a family business, we aim to be there for our clients not just throughout their own lifetimes, but for the lifetimes of their children too.

Hear from our valued clients

Learn more about the value we’ve added to some of our clients’ lives.

All client Stories

"My wife and I worked with Grosvenor Birch to understand and plan our future financial goals. Elaine and Lewis were incredibly helpful in challenging us to clarify our goals and then offered comprehensive advice to help us achieve them. We look forward to working with them in the future."

James Y

"I approached Grosvenor Birch to advise me on pension planning in light of tapered annual allowances and breaching the Lifetime Allowance limit. Lewis was able to explain the implications and recommend a way forward to ensure future transition to retirement can utilise different saving and investment accounts characteristics to their best advantage.

The tailored financial report Grosvenor Birch produced set my mind at rest, and included a cash-flow forecast to help me visualise the path to a comfortable future for our family."

Tim E

"The advice I have received has not only been in the form of potential investment opportunities and paths but has also made me think about the bigger picture. I am now happy that mine and my family’s future is in safe hands and returns to date have exceeded expectations in very uncertain times."

Jason M

"Elaine, and now Sara and Lewis, have advised and guided us through different stages of our life -inheritance, pension planning and now retirement. We have always found Grosvenor Birch to be efficient and very professional, but also very approachable and supportive at times of concern. We cannot recommend them highly enough; it speaks for itself that we have been clients for many years."

Marilyn C

“I have used Elaine & Grosvenor Birch for over 15 years for our SSAS pension scheme, employee pension scheme and my personal investments.

I have always found them to be totally professional and they give me all the relevant information that I need. I receive regular updates on how my investments are performing and they keep us informed of all new pension legislation."

Kevin S

“We would really like to complement Grosvenor Birch on the excellent service they have provided over many years. They have dealt with our staff, business, personal and family issues in a friendly and business-like manner. We have been impressed with their prompt responses and found their advice invaluable.

Elaine and staff are dependable and reliable and we trust them to give us the best and most up to date information available to safeguard our finances and secure our future."

Stamford S

Ready to get started?

We’d be delighted to hear from you to discuss your requirements. Simply get in touch using our contact form and we’ll arrange an initial chat.