Charlotte Owen

Having worked in Financial Services since 2000, I moved into the role of Independent Financial Adviser with Grosvenor Consultancy Limited in 2019. I am fully qualified to offer advice in pension, investments, protection, long-term care and Inheritance Tax planning. I am currently going through training to become a Financial Coach. I believe that there is often more to good financial advice than just recommending a product to meet a need, and I want to be able to offer my clients a much more holistic financial planning experience, helping to resolve any issues my clients may have with money, and coaching them to achieve their financial objectives in life. I enjoy working with clients who are approaching retirement and wish to review their pension provision and other assets to ensure they have sufficient to meet their retirement objectives. Grosvenor Consultancy Limited are one of few financial advisory firms still active in providing advice on Defined Benefit (Final Salary) Pension Schemes, and I am qualified to give advice in this area. Inheritance Tax planning is another area that I find interesting, often with a range of possible solutions to explore with the client, resulting in a reduction to the Inheritance Tax liability for their family. I welcome clients looking for advice in retirement planning, investments, family protection, business protection or Inheritance Tax planning, and look forward to being able to work with and help those clients looking for financial coaching, to work through money issues and achieve their financial objectives.