Case Studies

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 Brown

Background Dave Brown is the senior partner of Thomas David, a firm of Chartered Accountants in Hertford. He is a fellow of the Institute of Chartered Accountants and owns a home in Colliers End. 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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A Long-time Private, High-net-worth Client

Background Our client had a successful career as the owner of a pharmacy business and also owned a number of properties. A number of years ago, she was looking for an independent financial advisor to help manage her assets. In 2007, the client was working with a solicitor who referred her to gpfm. The client […]

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