Case Studies

Andrew: Early Retirement Case Study

After commuting and working for many years as an investment advisor in London, in 2018, Andrew moved to a new role in St Albans (close to home in Hitchin) for more space and a better work/life balance. It was then that he spoke to Emma Saunders, a Financial Planner here at gpfm to discuss his plans for retirement and […]

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Keith: Private Client Case Study

What were your initial reservations about speaking with a Financial Planner?  I had already spoken to several Financial Planners, and GPFM was the third or fourth one I went to. My reservations were around the initial set-up costs and the ongoing and platform fees.

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Mark: Financial Scam Case Study

Mark: Financial Scam  In the months since the pandemic, financial scams have been on the rise, as Mark, a long term gpfm client learnt first hand. Within the space of just one week, Mark fell victim to two financial scams. He now wants to share his story to make sure the same doesn’t happen to others. 

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Karen – Private Client: Online Onboarding

Background gpfm was recommended to Karen when she began to feel her previous Financial Adviser was not being proactive enough, especially during the first half of 2020 when stock markets were very volatile. Karen wanted some reassurance about her portfolio and was naturally concerned.

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Ian and Sue – Private Clients: Online Review

Background Ian and Sue have been clients of gpfm since 1989, originally working with Gerald Pepper many years ago. In recent years, Scott has been their adviser and they currently come to gpfm for reviews of their financial investments every six months.

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Geoff and Elizabeth: Private Clients

Background: Geoff and Elizabeth are both retired and have been clients of gpfm for a few years now. Scott Atkinson set up pensions for both of them in 2015 and continues to have half yearly review meetings with the couple.

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Keith: Private Client

Background: Director Simon Frost had known Keith for some time as members of the same golf society. During one of the rounds the conversation turned to pensions as Keith was thinking about his retirement.

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Linda: Private Client

Background: Linda 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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Janice: Private Client

Background Janice 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, Janice felt she needed guidance and luckily, she found what she was looking for with gpfm.

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Brenda: Private Client

Background Brenda 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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