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.
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.
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.
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 […]
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 […]
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 […]