Grosvenor Birch Limited
Initial consultation free
Independent
We’re a family of Chartered Financial Planners helping people in the South achieve their goals since 2001. Proud to be a female lead firm, with experience to deal with complex planning issues.
We can advise you on
Clients
helped
22helped
Minimum
pension value
£250k+pension value
Minimum
wealth
£250k+wealth
Minimum
mortgage value
£0+mortgage value
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr Lewis Birch FPFS
Director & Chartered Financial Planner
Mrs Elaine Birch FPFS
Director & Chartered Financial Planner
Mrs Sara Loveridge FPFS
Director & Chartered Financial Planner
What our clients say
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Mike & Marilyn
We needed financial advice many years ago and we were recommended to Elaine Birch. Elaine, and now Sara and Lewis, have advised and guided us through different stages of our life -inheritance,...
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Nick Knight
Lewis and the rest of the Grosvenor birch team are a breath of fresh air. I love the way they really have your interests at heart and really help you plan you finances and what you need to do to...
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Peter Cooper
Excellent advice. Lewis was great and took the time to understand what was important to us before helping us understand the best way to achieve this. Highly recommend Lewis and the team and will...
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Mr & Mrs D
The immediacy of receiving your action plan is very much appreciated. Thank you. We definitely need someone like you to chivvy us along and keep us on track!
We left your office after the meeting...
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Samual Pitcher
I would highly recommend Lewis and the team at Grosvenor Birch. They are extremely knowledgeable and really spend time to get to know their customers needs. They assisted us with business planning...
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Barnaby Thwaites
Thankyou Grosvenor Birch! For many years now we have enjoyed a top level of responsive, detailed and thoroughly helpful advice regarding financial affairs and investments. Meetings are relaxed and...
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