All of our financial planners hold the internationally recognised Certified Financial Planner licence.

Grosvenor Insurance and Investment aims to deliver what we believe is one of the UK's pre-eminent financial and investment planning services.

We are based in Worcestershire, but we work with clients throughout the UK.

We believe that the key to success is putting our customers first. Our approach to financial planning and advice is built on academic research, not flavour of the month fund picks, fashion trends, or the amount of commission any particular policy pays.

A further fundamental aspect to our beliefs is the need for regular, structured reviews to make sure your plans are still on track.

To find out more about our investment process, please complete the enquiry form.