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.
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 […]
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.
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 […]
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.
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 […]
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
2nd Floor, Hanscombe House, 52A St Andrew Street, Hertford, SG14 1JA
Registered Office: 6-7 Castle Gate, Castle Street, Hertford, SG14 1HD
gpfm financial planners is a trading name of Gerald Pepper Financial Management Ltd who are regulated and authorised by the Financial Conduct Authority under registration number 195615
The guidance and/or advice contained within this website are subject to the UK regulatory regime, and are therefore targeted at consumers based in the UK.
The Financial Ombudsman Service is available to deal with individual complaints that clients and financial services businesses aren't able to resolve themselves. To contact the Financial Ombudsman Service please visit www.financial-ombudsman.org.uk
