Case Studies

Gerald: An Early Retirement

Background Gerald 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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Novus Leisure and gpfm

Background Tanya Sullivan is Payroll and Productivity Manager for Novus Leisure Ltd. Novus operates bars and nightclubs across the UK, though mainly focussed around London. The staff bring a lot to the table at Novus Leisure, and Tanya is very happy she works at such a forward-thinking, sociable organisation. Tanya has worked in the hospitality […]

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A Private Client Referral That Lasted the Test of Time

Background Our clients are a married couple based in the South East of England. They have enjoyed successful careers and have accumulated wealth after a number of years. They are now enjoying this in a comfortable retirement. In early 2015, the clients were using the services of a solicitor to review their will with the […]

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A Long-time Private, High-net-worth Client

Background Our client had a successful career as the owner of a pharmacy business and also owned a number of properties. A number of years ago, she was looking for an independent financial advisor to help manage her assets. In 2007, the client was working with a solicitor who referred her to gpfm. The client […]

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