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Grosvenor Birch Ltd

  1. Romsey
  2. Romsey Finance

Reviews, get directions and contact details for Grosvenor Birch Ltd

Grosvenor Birch Ltd
"Your best interests, our priority - We’re a family of Chartered Financial Planners helping people in the Southern counties achieve their goals since 2001."
Address: Old Salisbury Ln, Romsey SO51 0GD, UK
Phone: 01794 521550
State: Hampshire
City: Romsey
Zip Code: SO51 0GD

opening times

Monday: 9:00 AM – 5:00 PM
Tuesday: 9:00 AM – 5:00 PM
Wednesday: 9:00 AM – 5:00 PM
Thursday: 9:00 AM – 5:00 PM
Friday: 9:00 AM – 5:00 PM
Saturday: Closed
Sunday: Closed

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Reviews
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 achieve your goals and think about what really matters to you. It is not all about investing and saving every penny you have, it is all about what is important to you and your family and putting a plan in place to help achieve those goals, you are treated as an individual not a number on a sheet. Very impressed indeed and would recommend anyone to have a chat with them.
I approached Grosvenor Birch Limited after a close friend recommended Lewis to me. I needed some advice on starting up my business and all the elements that come with it. His passion and knowledge was clear from the start as he explained to me the benefits of pensions & the insurances I should consider. We discussed taxation, what might happen on death and how I might protect against these. I highly recommend him and team to anyone in need of his invaluable advice. I look forward to working closely with him in the future as my company’s grows.
We came to see Sara Loveridge at Grosvenor Birch for some pension and general financial advice; we were very pleased with the meeting we had with Sara, she took proper time, was very knowledgeable and clear with her advice, we would highly recommend Sara and Grosvenor Birch Limited.
High level of attention to detail, everything explained clearly. My advisor took time and care to understand my situation and offer appropriate advice options. I would certainly return, and recommend this company.
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 individualised, and Elaine and her team seem always available for help and comment when desired.
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 definitely speak to them again the future.
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 and you couldn’t find a more honest and knowledgeable organisation in this sector.
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