Our Financial Services

gpfm financial planners understand that today’s world is increasingly complex. Regardless of whether you require personal or corporate financial advice, or you want to ensure your trust or charity’s investment house is providing the best results, we will act to understand your financial services requirements, and then devise and implement an appropriate solution.

Whether you are looking to create a private pension plan, work towards your business’s auto enrolment staging date, or you require independent tax planning advice, our chartered wealth managers are well qualified to help.

As an independent firm, you can rest assured our advice is unbiased and focused entirely on helping you to achieve a life balance. Our financial planners work with you to tailor solutions to meet your personal or corporate needs.

Our Services

Case studies

Keith: Private Client Case Study

Keith: Private Client Case Study

Find out more
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. 

Find out more

Sign up to our newsletter