Our Financial Services

gpfm financial planners understand that today’s world is increasingly complex. Regardless of whether you require personal or corporate financial advice, or you want to ensure your trust or charity’s investment house is providing the best results, we will act to understand your financial services requirements, and then devise and implement an appropriate solution.

Whether you are looking to create a private pension plan, work towards your business’s auto enrolment staging date, or you require independent tax planning advice, our chartered wealth managers are well qualified to help.

As an independent firm, you can rest assured our advice is unbiased and focused entirely on helping you to achieve a life balance. Our financial planners work with you to tailor solutions to meet your personal or corporate needs.

Our Services

Case studies

SciBite Case Study

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

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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