Private Client Services

In today’s increasingly complex world it’s easy to be concerned about your finances and what the future might hold.

Perhaps you’re in a stage of transition, possibly nearing retirement or seeking a career change. Unfortunately, not all transitions are planned – such as divorce and bereavement – but these life-changing events impact financial matters and advice is paramount.

At gpfm, we enable you to gain clarity by helping you to define your goals, then organise your financial resources so that you know how to achieve them. We work with you over the long-term, empowering and liberating you to make decisions about your future and your finances.

Whether you require professional retirement planners, advice with your private pension plan or help with an unforeseen financial circumstance, gpfm can 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 needs. Contact us and allow us to welcome you to the family.

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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