Grosvenor Partners Financial Services Limited

Grosvenor Partners Financial Services Limited Wealth Management & Financial Planning Practice based in Chorley - making the world of financial planning as positive, fun and stress free as possible.

AND … that’s almost a wrap on another brilliant week, working with our fabulous clients towards their financial planning...
09/10/2026

AND … that’s almost a wrap on another brilliant week, working with our fabulous clients towards their financial planning goals. 🤩

Our offices close at 4.30pm today and reopen at 8.30am on Monday.

Wishing you all a wonderful weekend … Team GPFS. 💙

With the Budget fast approaching, there’s no shortage of speculation about what could be announced, from potential chang...
08/10/2026

With the Budget fast approaching, there’s no shortage of speculation about what could be announced, from potential changes to pensions through to support for first-time buyers.

Explore some of the proposals currently making the news and why staying focused on your long-term financial goals is often the most effective approach.

🔗 https://partnership.sjp.co.uk/grosvenorpartners/article/detail/sjpp/autumn-budget-2026-with-a-month-to-go-what-lies-ahead

Grosvenor Partners Financial Services Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 06/10/2026

When it comes to Inheritance Tax, timing can be just as important as planning.With most unused pensions set to be includ...
02/10/2026

When it comes to Inheritance Tax, timing can be just as important as planning.

With most unused pensions set to be included in many estates for inheritance tax purposes from April 2027, it’s more important than ever to be prepared.

Read the latest St. James’s article about how whole of life assurance could help provide certainty and financial support for loved ones when it matters most.

🔗https://partnership.sjp.co.uk/grosvenorpartners/article/detail/sjpp/whole-of-life-assurance-the-quiet-solution-to-the-iht-landscape

Grosvenor Partners Financial Services Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 18/09/2026

Happiest of Birthday’s to our very own INCREDIBLE Alex (aka HULK!)🥂We would love you to join us in wishing her a wonderf...
23/09/2026

Happiest of Birthday’s to our very own INCREDIBLE Alex (aka HULK!)🥂

We would love you to join us in wishing her a wonderful day as she spends it in the office and has birthday cake for breakfast and lunch! 💙

Happy Birthday Alex … we hope your day is a fabulous as you!

The new retirement dilemma: preserve or spend your pension? For years, many people viewed their pension as more than jus...
21/09/2026

The new retirement dilemma: preserve or spend your pension?

For years, many people viewed their pension as more than just a retirement income source.

With most unused pension assets set to become subject to inheritance tax from April 2027, that approach may need revisiting.

This article explores how the rule changes could affect retirement and estate planning decisions, and why many families may wish to review existing plans.

🔗 https://partnership.sjp.co.uk/grosvenorpartners/article/detail/sjpp/the-new-retirement-dilemma-preserve-or-spend-your-pension.html

Grosvenor Partners Financial Services Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 01/09/2026

This week is a spectacular one in our world, as we welcome a new Wonder Woman to the team! 💃🏻Poppy Hargreaves joins us a...
14/09/2026

This week is a spectacular one in our world, as we welcome a new Wonder Woman to the team! 💃🏻

Poppy Hargreaves joins us as a Client Relationship Administrator, and she’s off to a great start.

Full of smiles, excited to learn and grow, and very much looking forward to meeting and greeting some of our lovely clients over the coming weeks! 😊

We cannot wait to see what this next chapter has in store for her, and are thrilled to have her join our already incredible team!

Welcome Poppy! 💙

Could your pension increase your inheritance tax (IHT) bill? From April 2027, most unused pension funds will be included...
09/09/2026

Could your pension increase your inheritance tax (IHT) bill?

From April 2027, most unused pension funds will be included in estates when calculating IHT.

For some families and individuals, having unspent pension funds could significantly increase the value of their estate for IHT purposes.

Will these changes affect you? It’s worth taking some time to understand your position, plan and act.

Read more in here: https://partnership.sjp.co.uk/grosvenorpartners/article/detail/sjpp/how-pension-changes-could-affect-your-inheritance-tax-plans.html

Grosvenor Partners Financial Services Limited is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).

SJP Approved 20/08/2026

Wealth sometimes looks like more than just money … It can be the knowledge, experience, and opportunities we accumulate ...
04/09/2026

Wealth sometimes looks like more than just money …

It can be the knowledge, experience, and opportunities we accumulate throughout our lives … and what we’re able to pass on to the generations that follow. 💙

The experience of life can provide powerful insight, support, and benefits to each generation … something we prioritise with our clients and their families through Intergenerational Wealth Planning - helping them make the most of their wealth and consider the legacy they want to leave for the next generation.

And sometimes, that passing down from one generation to another happens in a completely different environment.

I was lucky enough to witness this in real time recently as I took this photo which shows former captain of Penwortham Golf Club, Paul Crabtree, with his son Dave (Chef at The Albert Bowness in Bowness-on-Windermere) and granddaughter Jess at the recent Fore Get Me Not Golf Dementia Café at Heysham Golf Club.

Three generations together, with Paul passing on some of his golfing experience to Jess as she hit her first few golf shots (with my golf club) … which were apparently rather excellent too! 🏌🏻‍♀️

A thoroughly lovely reminder that what we pass on to the next generation can take many forms.

And when it comes to the financial side of that legacy, good planning can help ensure the wealth you’ve worked hard to build supports the people and things that matter to you most.

Author & photo credit: Simon Hicks … Team GPFS Director.

Today marks Nathan Malone’s 4th work anniversary with  , so we are celebrating him! 🥳Nathan is one of our brilliant Fina...
01/09/2026

Today marks Nathan Malone’s 4th work anniversary with , so we are celebrating him! 🥳

Nathan is one of our brilliant Financial Consultants and it’s wildly wonderful that he’s been a fully fledged member of the team since 2022!

He thrives on, and adores helping his lovely clients to realise their Financial Planning goals, and today is no different!

We’d LOVE you to help us congratulate our superstar on his amazing milestone, and we can’t wait to see what the next 12 months has in store for him! 💙

“Every financial journey starts with a first step …”After a recent trip to Hvar, I couldn’t resist taking a photo of the...
27/08/2026

“Every financial journey starts with a first step …”

After a recent trip to Hvar, I couldn’t resist taking a photo of these beautiful steps leading up to the historic Fortica Fortress, and I was was reminded that reaching the top often takes a few steps!

Financial Planning is much the same …

Whether you’re building wealth, planning for retirement or simply making the most of what you’ve worked hard for, having a clear plan can help make the journey feel a whole lot easier.

One step at a time, and with the right guidance and support along the way. 💙

Author & photo credit: Alex Kenyon … Team GPFS Client Relationship Manager & Paraplanner.

Address

59 Chapel Street
Chorley
PR71BU

Opening Hours

Monday 8:30am - 4:30pm
Tuesday 8:30am - 4:30pm
Wednesday 8:30am - 4:30pm
Thursday 8:30am - 4:30pm
Friday 8:30am - 4:30pm

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