About us
We are Chartered financial planners helping our clients on their financial journey
About us
Established in 2001, we are a local Hertford business you can trust. We are immensely proud to be Chartered financial planners who offer independent advice to clients from all walks of life.
We don’t see our journey together as a short-term solution. It’s called a journey for a reason and that’s because we’re here to help people achieve a lifestyle, whether that’s now or in the future.
We provide a truly all-encompassing service that takes into consideration every aspect of your life, present and future, and ensures you and your family are well looked after.
We’re Chartered financial planners
Only a minority of firms hold this exclusive Chartered status so it’s something we are immensely proud of, and it sets us apart from the rest.
We’re Top Rated
We’re proud to have been included in the 2024 VouchedFor Top Rated Guide. VouchedFor, a site similar to Tripadvisor but for financial services, releases its guide every year to identify the best of the best in financial services.
It is a tremendous honour to be included in the guide for the second consecutive year, and we are incredibly proud of this achievement.
Even better, not only have we qualified as a Top Rated Firm, but every one of our planners has also qualified as a Top Rated Adviser.
Our history
We’ve gone from strength to strength since the business began in 2001. Our proven history and super track record also bring a sense of trust.
Our history dates back to the late 80s when Scott served as an apprentice to Gerald Pepper, with Simon joining him a few years later. Fast forward to today, and the two are at the helm of the business.
How about a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615.
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service please visit: www.financial-ombudsman.org.uk
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