Michael is the Founder and Director of Grovewood Wealth Management and is responsible for meeting with clients and providing wealth management advice.
Michael has devoted his working life, now spanning in excess of 26 years, to helping others make the most of their money and realise their financial goals. Over the years, Michael has worked for Barclays Bank, Prudential and as an IFA, gaining numerous qualifications and is currently studying towards becoming a “Chartered Financial Planner”, which is one of the highest external qualifications that exists in his field.
Michael formed his business with Lynne in 2001 and spent the subsequent years as an IFA. In 2012 they saw that they could provide clients with a better service and the best possible advice by joining St. James's Place Wealth Management. Now, as a Director of the Grovewood Wealth Management Practice, he promotes the development of lifelong relationships with clients, helping them to secure the financial futures of themselves and their families through the breadth of wealth management and financial planning services that he offers. Michael specialises in dealing with business owners and Company Directors, advising on tax efficient profit extraction, protection, pre and post retirement planning and advising on selling businesses.
Outside his working life, Michael spends his time indulging in his passion for golf and is infamous for some of his golfing outfits! He loves spending time with his children, Emily, George and Henry, and is considered by his family and friends to be a very accomplished chef, which is something he greatly enjoys.
Lynne is Co-Founder and Director of Grovewood Wealth Management and is responsible for meeting with clients and providing wealth management advice. Lynne has spent over 25 years working with her clients to help their financial goals become a reality. During that time she has undertaken a significant number of qualifications and has achieved Chartered Financial Planner status and now as a Fellow of the Institute she holds the highest external qualifications that exists in her field.
Prior to being invited to join the prestigious St. James’s Place Wealth Management, Lynne had a successful career as an IFA and with Prudential. Now, as Director of Grovewood Wealth Management, Lynne focuses on promoting the development of lifelong relationships with clients. Particularly specialising in dealing with vulnerable clients, those who have been widowed, or going through a divorce or needing care. She holds the Society of Later Life Advisers Accreditation (SOLLA) which means she is a specialist in this field. Lynne uses her many years of experience and compassion helping people find reassurance.
As a mother, Lynne’s main focus and enjoyment outside work is spending time with her son, Henry and step-children, Emily and George, entertaining family and friends, travelling and keeping fit when she can.
Some of you may remember Jo as she started her working career with Lynne and Michael a number of years ago and has continued to progress in the industry in the years between. She returned to Grovewood as a Diploma qualified Technical Consultant at the end of 2016. Jo has recently stepped into the position of Practice Manager and Paraplanner for Lynne & Michael’s clients. She intends to continue expanding her knowledge and is currently studying towards the Certificate in Long-Term Care Insurance in order to help Lynne further with this side of the business.
Jo enjoys skiing, travelling and keeping fit.
Fiona will often be the first point of contact for both Michael and Lynne's clients, making appointments, organising their diaries and undertaking any client administration necessary. She also assists Lynne with the running of the business and co-ordinates client events. Fiona has over 3 years experience working in a financial advice practice and is passionate about what she does and enjoys being able to help when she can.
In her spare time Fiona enjoys gardening, cooking and going on dog walks exploring the Great British countryside.
Jane has been with Grovewood for a year now, having come from another St. James’s Place Practice in London for two and a half years. She is a Senior Client Support Administrator assisting Lynne with the technical side of her work. She is proving to be a real asset with her existing knowledge of St. James’s Place and vast experience within the financial sector.
Jane has two daughters and now a granddaughter who she likes to see as much of as possible outside of work. She also enjoys travelling, particularly for her holidays in the sun!
Denise has recently joined Grovewood from another St. James’s Place Practice in London where she worked for 3 years. Prior to that she worked for HSBC for 21 years. Denise is continuing her experience in financial services as a Senior Client Support Administrator assisting Michael with the technical side of his client work. She is proving to be a real asset with her existing knowledge of St. James’s Place and experience within the financial sector.
Denise has an 18 year old son who keeps her busy. She loves travelling and socialising with her friends.
Alongside studying for her BSc Marketing degree, Emily is Grovewood's Marketing Assistant. She helps with writing content for the website, as well as assisting where she can in order to help the office run smoothly.
During her spare time Emily enjoys skiing, travel and photography.