Case Studies

Case Study: Private Client

Background The client turned 60 in June and came in for pension planning as she had pensions with Zurich that she didn’t know how to access or track down. She had never handled the finance in her household and had little experience managing her affairs.

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Case Study: Private Client

Background: The client had sold their business and wanted to invest the money from the sale in order to provide a future income. 

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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. Luckily, she had come […]

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SciBite Case Study

Background The company specialises in Text Mining, Semantics and Data Intelligence. They 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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