Grosvenor Birch Limited - Romsey

Rob I.

Lewis was recommended to us by a family friend. I contacted him to arrange an initial zoom meeting which was set-up in a very timely manner. Lewis listened carefully to mine and my wife’s goals, suggesting a variety of different options to help safeguard our family’s future. He was open and knowledgable, as well as generous with his time and experience. I appreciated his honesty and no pressure approach. We will definitely be in touch with Lewis should we need advice in the future and I would highly recommend him.

A B.

I needed to speak quite urgently to a Society of Later Life Advisers IFA about my mother's care home fees. I contacted Lewis just before Christmas, and he got back to me very quickly - leaving me a voicemail about the main considerations, and even offering to email me over the Christmas break when Grosvenor Birch was shut! I did not take him up on this - everyone needs a Christmas holiday - but was very impressed and grateful for the offer.

My husband and I had a Teams call with Lewis in the New Year, where we discussed not only my mum's situation, but also our plans for our own family. Lewis provided excellent advice and food for thought, and also got back to us via email about a particular point which came up.

After our Teams call, it was clear that there wasn't anything we needed Grosvenor Birch to do at this point - however we definitely plan to go back to Lewis in future when we are ready to take the next step.

Thank you for your help, Lewis - much appreciated!

David R.

I contacted Grosvenor Birch Limited for some advice on how to manage my money and income and I wanted a local financial advisor. I've had no experience before in talking to a financial advisor so I didn't know what to expect or how the process worked. Sara was really helpful in giving me personal advice, made me feel confident in my choices so far and provided useful information and links. Sara explained the services that Grosvenor Birch offered and we agreed that they weren't right for me at the moment but I wouldn't hesitate to contact Sara again in the future if I'm in a position to use them.

Nick K.

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.

Jordan P.

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.

Sharon B.

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.

Barnaby T.

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.

Simon R.

Would highly recommend! Nothing is too big for Lewis. He has always given us excellent advice and has been extremely useful. You get a real personal touch that you don’t get with other companies.