Lifestyle financial planning explained
We will always put people before products – that’s our commitment to you
Putting the focus on you
We refer to ourselves as lifestyle financial planners. Instead of focusing on products, we delve into your dreams and ambitions and peel down your lifetime achievements. Think of us as your financial coaches.
We talk about how you’ve got to where you are today and what you’d like to achieve going forwards. It’s all about visualising the future and setting objectives.
We use cashflow modelling to build your plan, and we consider this to be one of the best tools the industry has to offer. We will listen to you and your objectives and won’t bombard you with jargon and complicated products. We make the process easy and enjoyable.
How about a chat?
Let’s get together over an initial phone call and establish whether we’re the right match for your financial journey.
Gerald Pepper Financial Management Limited Registered in England and Wales No. 4179541
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
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