Case Studies

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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Richard: Private Client

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

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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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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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Alan and Joyce: Private Clients

Background Alan and Joyce came into contact with gpfm via their solicitor, who recommended us as efficient, cost-effective financial planners. The couple was looking for financial advice in three areas. Firstly, they wanted to review their pension schemes to ensure they were getting the most they could out of their existing contributions. Secondly, they wanted to […]

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