Prem Shergill Sherrards Review: Client Testimonial

16th August 2023 | Abby Cowan | private wealth, tax planning, residential

In this client testimonial video, we hear from Prem Shergill of Grosvenor Wealth Managament.

We asked Prem Shergill, IFA at Grosvenor Wealth Management, to speak to us about how the Sherrards Private Client team supports her and her clients. Prem kindly shares how her clients are often referred to our Private Wealth teams to help her clients to protect their assets.

She says “Everyone at Sherrards is very friendly, professional and full of knowledge and expertise.” To find out more about Prem and Grosvenor Wealth Management, please click here. 

Full video transcript: 

“So my connection with Sherrards is primarily with the private client department, and so we help our clients to make sure they’ve got wills in place, powers of attorney in place, and unfortunately when death occurs, then we want to obviously help and get Sherrards’ assistance in helping them process the grant of probate and then finally distribute their estate. 

Everyone at Sherrards is really friendly. They’re very professional, full of knowledge and expertise, and most importantly they are so good, they will pick up the phone and speak to a client that has an enquiry to see how they can help and assist them. 

I work closely with the private client department, in particular it’s Nicole, and I work with members of her team, and primarily at the moment it’s with Charles Burrell. They’re very professional and extremely polite, and yeah, they’ve got all departments to cater for all different clients and advice they could potentially need.”