Case Studies

Michelle: Private Client

Background Michelle became a client at gpfm four years ago, at which time she had very sadly lost her husband. As he had always handled the finances, Michelle felt she needed guidance and luckily, she found what she was looking for with gpfm.

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Ann: Private Client

Background Ann came to gpfm looking for specialist advice concerning her financial future and was interested in discussing the Inheritance Tax which could potentially be paid by her Estate. Her objective was to find an investment which would reduce the Inheritance Tax ultimately payable whilst retaining access to the capital invested.

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SciBite Case Study

Background SciBite are experts in Text Mining, Semantics & Data Intelligence for Biopharma, Biotech & Beyond. Based in Duxford, Cambridgeshire, SciBite have created a semantics-based informatics environment in which text and structured data are easily connected and can be used together for better-informed decision-making. 

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Steve and Renata: Private Clients

Background Steve and Renata came into contact with gpfm via their solicitor, who recommended us as efficient, cost effective financial planners. The couple were looking for financial advice in three areas.

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Auto Enrolment for GT Access

Background GT Access are a leading independent access company based in the UK. They provide access platforms and equipment for hire and purchase, as well as training for industry professionals. With five depots across the UK, they are one of the nation’s biggest independent access companies.

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Dave: An Early Retirement

Background Dave is a Managing Partner of a firm of Chartered Accountants. He is a fellow of the Institute of Chartered Accountants and owns a home. He came to gpfm seeking to plan his financial future and discuss tax-effective saving solutions for his retirement.

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HRJ Foreman Laws Case Study

Background HRJ Foreman Laws is a Hertfordshire solicitors firm based in Hitchin and Welwyn Garden City. The company today is the result of several prestigious mergers. Hawkins & Co. was founded in 1591, making it the second oldest law firm in the country.

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Workplace Benefit Schemes and Private Finance

Background Our clients are a couple who have recently had a child and wanted to make provisions should either of them fall ill or pass away. The clients came to gpfm after a recommendation from a work colleague.

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Novus Leisure and gpfm

Background Tanya Sullivan is Payroll and Productivity Manager for Novus Leisure Ltd. Novus operates bars and nightclubs across the UK, though mainly focussed around London. The staff bring a lot to the table at Novus Leisure, and Tanya is very happy she works at such a forward-thinking, sociable organisation. Tanya has worked in the hospitality […]

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A Private Client Referral That Lasted the Test of Time

Background Our clients are a married couple based in the South East of England. They have enjoyed successful careers and have accumulated wealth after a number of years. They are now enjoying this in a comfortable retirement. In early 2015, the clients were using the services of a solicitor to review their will with the […]

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