Ian Grant

Member Since: 02-07-2013

  • Company: Westminster Wealth Management

  • Profession: Independent Financial Planning

  • Power Group:

    • Finance & Legal

  • Contact Number:

    • 020 7096 7020

  • Skills:

  • Website: Click here

Ian Grant

Financial advice for individuals and corporates. We pride ourselves on looking after and managing our client’s money safely.

Westminster Wealth Management LLP is a privately owned, London-based independent financial advisory group, providing expert financial advice to a wide range of clients. We oversee more than £400 million of assets.

Our clients stay with us because our team-based approach delivers a unique blend of specialist skills linking financial planning, tax efficient structuring and management of the underlying assets.

Whether you are a private individual, a company, a trust, or a charity, we have the technical know-how and relationship experience to assist you with all of your wealth matters.

Financial Adviser with 9 years’ experience. I believe in taking a comprehensive approach to financial planning to understand client’s needs, objectives and appetite for risk

“I believe in providing a high level of personal service for financial planning strategies such as tax efficient investing, retirement planning and financial security.”

Member Quick Fire Questions

  1. How long have you been a BNI member? 3 years
  2. What does your company do? Financial Planning and Wealth Management
  3. What is your job title? Independent Financial Adviser
  4. What does your role entail, in a nutshell? Safely creating and preserving wealth for private and corporate clients
  5. Why did you decide to take that direction? Finance was part of my degree and I wanted to run my own business
  6. How do you help your community? Help local business’ by spending lots of money in their eating and drinking establishments
  7. What is the most exciting / rewarding aspect of your role? Seeing clients lead a comfortable life financially from planning that I’ve helped them with
  8. Why did you join BNI? To expand my network and increase my business turnover
  9. What has BNI done for you? Expanded my network and increased my business!
  10. Any pearls of wisdom for fellow entrepreneurs / Business Professionals? Work smart don’t work hard

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