Other Financial Services from Grosvenor Beaumont 

Protection – The need for protection through life assurance is of paramount importance. How would your family cope after your untimely death? As an Independent Financial Adviser, we can search the market for the most appropriate terms.

Critical Illness and Income Replacement Insurance – You are much more likely to suffer a serious illness than die before you retire. It could be a very worrying time and you and your family should not have to be concerned at the same time about loss of income and problems with injury.

Pensions – The State will provide! – It will provide, but only in a limited way. Your employer may help, but what if you don’t have a company scheme? Even if you do, will it give you enough to live on?

Company Pensions – Are you looking to set up a pension scheme for you and your employees? Maybe a Stakeholder or an Occupational Scheme. We can advise you on the most efficient route and the most appropriate provider to suit your requirements.

Business Insurance – Most prudent business people insure their business property – cars, machinery, etc. Not many insure the most expensive asset of any business – its people. Consider the effect on your business if you or one of your key employees were to die or become seriously ill. Would you like to be in business with your partner’s (or Director’s) widow’s next husband? Share protection is vital if you are to safeguard the ownership of your business.

Savings – We all have things we want to save for… weddings, world cruise, school or university, even a classic car. If you don’t put money away in a regular, disciplined way, who else will?

Investments – Are you getting the most effective return on your investments? Unit Trusts, Bonds or Individual Savings Accounts (ISAs) could provide flexible, tax efficient means of saving for lump sums or regular monthly amounts.

Mortgages – Are you paying too much for your mortgage? Are you looking for a mortgage? There are many offers around today for loans and remortgages. Why not take advantage and perhaps save money. We can introduce you to leading lending sources. A Typical fee for Mortgages advice is 0.5% of the mortgage amount.


Equity Release – Are you over 60 and would like to look into releasing the equity from your home? Releasing equity from your home might just be the answer to raising the money you need without you needing to move. It is a big decision and there are many aspects to consider, such as any effect it may have on your tax status or your entitlement to some means tested benefits. Releasing equity also means your estate receiving less and, depending on how much you release, it could receive nothing from the sale of your own home. To understand the features and risks of Equity Release, ask for a personalised illustration.

Building and Contents Insurance – We have a range of companies we can use to provide quotes for Buildings and Contents or Contents only insurance, including cover for Landlords on Buy-to-Let properties.

The Financial Conduct Authority does not regulate some forms of Mortgages and Individual Savings Accounts.

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