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Why choose us?

Here’s what makes us different

Choosing to work with a financial planning firm is a big decision and it’s important to find someone who you think is a good fit. Here are a few of the reasons why our clients come to us over others.

A family business, here to stay

Founded by Elaine, and now with Sara and Lewis carrying the torch forward, the family aspect of our business has always been very important to us. Not only does it allow for our shared values to shine through but it means we can continue the story for years to come. You can be confident we’re here to stay.

Guiding you through it all

We believe it’s about more than just your money. Your finances, family and life in general are all connected, so we aim to incorporate it all. Think of us as a kind of coach, guiding you through each stage and ensuring you can make memories that will last forever.

Proud to be Chartered

We are Chartered Financial Planners, publicly committed to a customer-first approach and values that align with a professional code of ethics. This means we provide solutions relevant to your needs, maintaining our knowledge through qualifications and ongoing professional development.

When asked what they thought were the biggest benefits of working with us, our clients said:

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“Peace of mind”
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“The personal touch”
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“Having someone I can trust”
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"Friendly, approachable people"
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"A wealth of knowledge"

Totally independent advice

As an independent firm, we aren’t tied to any particular financial products or providers. That means we can provide whole of market advice, so when the planning is complete we will source the very best solutions for your unique needs and circumstances.

A personal service, delivered with care

What we do only works because we focus entirely on the individual. We really get to know you, taking the time to find out what matters to you in life and what makes you tick. This allows us to then build a strategy that is based around your best interests.

Our very best, honest ideas

We pride ourselves on our ability to come up with creative solutions for even the most complex of problems. Nothing is off the table, and we will always tell you what we really think, because mutual honesty and respect is the key to meaningful outcomes.

What our clients say…

Don’t just take our word for it - here’s what our clients had to say about us in a recent survey.

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100%

of clients believe that working with us has helped or will help them to achieve their financial goals.

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100%

of clients would recommend us to their friends, family or colleagues.

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100%

of clients were satisfied that we understood their circumstances, objectives and aspirations.

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.