It all started out for us more than 30 years ago. This is our story.
It was back in the late 80s that Gerald and Scott first met, with Scott serving as his apprentice when he was 17 years old when Gerald was running the Hertford branch of CE Heath Financial Services.
Four years down the line, Simon jumps onto the scene and joins Scott and Gerald. It was Gerald’s responsibility to train them both to become financial planners.
Gerald didn’t like the route national firms were going down so the business was established to provide long-term financial planning solutions with a transparent fee model.
Unlike many people during the recession, Simon and Scott decided to take a leap of faith and explore the idea of running their own firm.
The pair initially approached Gerald about joining gpfm and bringing their clients with them. However, Gerald was keen to retire. As a result, he proposed that they buy the business and take it forward.
With Simon and Scott both starting out as apprentices themselves, it made complete sense to start their own scheme to help build a pipeline of talent.
After a lot of hard work, the firm became Chartered and still holds this exclusive title which is only awarded to firms that meet rigorous criteria relating to professionalism and capability.
Dubbed the “Ant and Dec of financial planning”, Simon and Scott were thrilled to be interviewed for this prestigious publication, demonstrating their friendship and how far they’ve come.
As the Covid-19 situation unfolded, we had to react quickly and change the way we worked, whilst still upkeeping the highest level of service to our clients. Our office in Hertford temporarily closed, with all staff working successfully from home, and all client activity took place online or over the phone.
Following a turbulent couple of years, we celebrated the return of normality. With new members of staff and a brand new website, we embraced the positive changes happening within the business and welcomed clients back to the office with open arms.
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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