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 has now been working with gpfm for a number of years and looks forward to using their services moving forward.

Key challenges

This client had a number of initial concerns. In 2008, she sold a property and was in need of financial advice with regards to how to invest the proceeds. In 2011, our client sold her mother-in-law’s house as she went into care. In 2015, the client sold her pharmacy business and required investment advice for her future income needs.

Fortunately, the client was referred to the gpfm team by the solicitors she was using to handle the sale of her property, after asking for a reputable, knowledgeable and confidential financial planner.

Solution

Initially, the client was introduced to Gerald Pepper – the previous owner of the business – in 2008, who provided her with impartial advice on selling her property. In 2009 Gerald sold the business to Simon Frost and Scott Atkinson, recommending Simon as an excellent financial planner, and Simon has been working with her ever since.

After successfully disposing of the property and reviewing and simplifying the client’s financial situation, gpfm helped her to structure her mother-in-law’s investments, giving the client peace of mind, knowing her mother-in-law could be provided with the best care in the future.

Finally, throughout and following the sale of the client’s pharmacy, gpfm provided a structure of the sale, and then income and investment advice to secure the client’s future monetary needs as she moved into retirement. Today, this client works with Chartered financial planner Simon Frost, who has advised the client with her financial portfolio ever since Gerald left the business.

A quote from the client:

“I enjoy working with the gpfm team. I have worked with Simon for a long time and get along well with him. Prior to that I worked with Gerald Pepper whose business it was. I have known Simon since he took over and Gerald was confident that he would carry on the business in the same way. I appreciate their integrity, and their private, respectful delivery of knowledgeable advice. They are completely trustworthy, they’re good value for money and I would recommend them.”

About gpfm

gpfm are an independent financial planning company dedicated to the provision of personal, professional and objectively-driven advice for our clients. We have been awarded the Chartered Financial Planners title by the Chartered Insurance Institute for offering high quality, informed advice that meets the needs of our clients.

If you are seeking financial planning advice, get in touch with us today at enquiries@gpfm.co.uk or call 01992 500 261 now, and see how we can help you secure your future.