tailored financial planning practical solutions dependable people
I have used Elaine & Grosvenor for over 15 years for our SSAS Pension Scheme, Employee Pension Scheme and my Personal Investments. I have always found them to de totally Professional and 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.
Director, Solent Bodybuilders & Repairs Ltd, Hampshire
Grosvenor Birch have expertise in all areas of investment and operate in a transparent and diligent manner. They produce accurate and well presented report documentation on a regular basis and issue immediate updates when there is turbulence in the markets or when Government legislation is likely to affect the funds eg National Budgets and tax changes and World crises. We are provided with annual face to face reviews which are conducted with clarity and in a friendly manner.
Clive & Claire Turrell
We would really like to complement you and your company on the excellent service you have provided over many years. You have dealt with our staff, business, personal and family issues in a friendly and business like manner. We have been impressed with your prompt responses and found your advice invaluable. Both you and your staff are dependable and reliable and we trust you to give us the best and most up to date information available to safeguard our finances and secure our future.
Director, Beaver Tool Hire, West Sussex
Like many who are self employed I have been using a SIPP for pension investment purposes. To start with, the regulatory side was separate from the investment side and IFA advice. My IFA was a national firm. As the importance of pension planning increased I wanted more "local" IFA advice and appointed Grosvenor Birch. I have not regretted it. Elaine and colleagues have provided the advice I have needed and have been efficient and professional in both liaising with my long standing investment advisers, executing agreed actions and providing understandable projections. The new pensions landscape makes good advice even more important and I would expect Grosvenor Birch to continue to provide that service for me for years to come.
Paris Smith, Southampton