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Savings and Investments

British Pound Coins

I offer Independent Financial Advice on a range of savings and investment options, including: 

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  • Individual Savings Accounts (ISA's)

  • Investment Accounts

  • Investment Bonds

  • Junior ISA's 

  • Tax Planning

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It may be that you want to set up a regular savings plan to build up a pot for your future...maybe to pay for university fees, a special family holiday, or just to have a 'rainy day' fund. 

Maybe you have inherited a sum of money and have no immediate need for the cash. Investing all or part of it could be a good idea if you are looking for long term growth.

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Or it could be that you are disappointed with interest rates available on deposit and want your savings to work harder for you. Did you know that inflation is currently at 7.9% (source: Office for National Statistics, June 2022) so unless you're earning a rate of interest close to this on your savings then the 'real' value of your money will depreciate over time. 

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I offer advice on investing lump sums, regular savings or even phasing a lump sum into the market over time. 

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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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