Most of our financial planning includes some form of overlap with the legal or accountancy profession and we have therefore created a network of professional partners to work alongside. We are happy to refer you to these partners, if appropriate, and in many financial planning cases we will include their services for the use of trust advice, tax advice, etc. The FCA do not regulate some forms of legal and tax advice.

We also have a general insurance partner who can help you with all of your general insurance needs, be it for individual purposes or corporate general insurances. So whatever your financial planning needs, don’t hesitate to contact us today.

Legal Advice

We have a number of partners in the legal advice profession who we can recommend and advise on.


There is a significant overlap between financial planning and accountancy, and we have excellent connections in this field.

Commercial & General Insurance

Contact us today to learn about our partners in commercial and general insurance.

Case studies

Keith: Private Client Case Study

Keith: Private Client Case Study

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Mark: Financial Scam Case Study

Mark: Financial Scam 

In the months since the pandemic, financial scams have been on the rise, as Mark, a long term gpfm client learnt first handWithin the space of just one week, Mark fell victim to two financial scams. He now wants to share his story to make sure the same doesn’t happen to others. 

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