As Founder and Director of Grovewood Wealth Management Ltd I am responsible for providing wealth management advice to clients. With over 23 years experience working with clients I help to ensure that their financial goals become a reality. In 2013 I was proud to be awarded the title of Chartered Financial Planner, the highest qualification level that can be achieved by a financial adviser.
I am also a later life accredited adviser through SOLLA (Society of Later Life Advisers). As a member of this I am a care fees specialist dealing with older people's financial matters, following a strict code of conduct. Grovewood Wealth is a Senior Partner Practice of St. James's Place Wealth Management, which means that not only do you receive local, friendly, experienced and very qualified advice from my team at Grovewood but you also receive the support of a FTSE 100 company to help you manage your financial affairs effectively.
This is an area of advice that I am very passionate about. I combine my experience with compassion to help Elderly clients and their families find reassurance during a confusing and difficult time in their lives. No one given a choice would opt to spend all the assets built up over a lifetime on care fees. Getting the right advice at the right time can make all the difference. I help explore all the options providing peace of mind when it is needed most.
Our initial consultation is without obligation so why not use that time to find out a little more about the options available. I look forward to meeting you.