"We are very happy with the service from Alice, in fact I have recommended her to my best friend and sister! Thank you Alice for taking the time to understand what we wanted and needed and for offering a continuing service."
Hello and thank you for visiting my website.
I am a Female Independent Financial Adviser based in Highworth, Wiltshire working for Grosvenor Consultancy Ltd.
I build ongoing relationships with my clients to set out a plan to achieve their financial goals and objectives which we will review to respond to their changing circumstances.
If you have any questions, please contact me.
Retirement Planning Surgery - September 2019
On 12th September 2019, my colleagues and I will be running a Retirement Planning Surgery.
More details are in the banner on this page, but in a nutsell :
- The surgery runs from 9.30am to 6.30pm
- It's at Grosvenor Consultancy offices, 9 High Street, Highworth, Gloucestershire SN6 7AG
- You can just pop in and we will be on hand to answer your pensions or retirement planning questions - for example, when can I retire; Will I have enough to retire; Where is my pension invested; How much should I be saving; What does my pension statement mean?
- Alternatively, give us a call on (01793) 766123 to book your slot
- It's FREE!
- Tea and cake will be provided!
Alice has helped us better understand life insurance products and to find a good product from a reputable provider that is well suited to our needs and means. We would be very likely to recommend her and would say that Alice is professional, helpful, non-pressured, sensitive and knowledgeable. The service that we had from her overall was excellent.