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Financial Planning

A friendly yet professional approach 

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Let's Meet

I'm Charlotte, an Independent Financial Adviser and Financial Coach based in Swindon, Wiltshire.

I work for Grosvenor Consultancy Limited from our Swindon office. I provide a full financial planning service to my clients in every life stage - from just starting a family, through to retirement and later years. I offer advice on Protection, Savings, Investments, Retirement Planning and Inheritance Tax Planning.

I hold the Advanced Diploma for Financial Advisers (AdvDipFA) and I'm a Chartered Associate of the London Foundation for Banking and Finance. I am fully qualified to give advice, and have several years' experience, in all of the above areas.

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I am authorised to give financial advice by  Grosvenor Consultancy Limited, who are regulated and authorised by the Financial Conduct Authority.

Services

ABOUT GROSVENOR CONSULTANCY

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Grosvenor Consultancy Limited is authorised and regulated by the Financial Conduct Authority (Reference 187799). Registered in England and Wales (No. 3509936).

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Registered address: 76 Macrae Road, Eden Office Park, Bristol. BS20 0DD

Head Office Telephone number: 01275 373348

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Tax rules, rates and allowances are all subject to change and are dependent on individual circumstances.

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