WHO WE ARE

GM Wealth Management is a family-run firm that benefits from being part of the Quilter Financial Planning network, which ranked first place in the Financial Times Top 100 Financial Advisers in both 2019 and 2020. As a result, we offer nationally-recognised financial advice at a local level, personalised for you and your family. With advisers based in Wrexham, Wirral and Manchester, we are able to service clients across the North of England, the Midlands and North Wales.

At GM Wealth Management, we believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families and their futures, and we pride ourself on the quality of advice and service that we offer.  Our role as a financial adviser is to help you to meet your financial goals, ensuring that the advice we give you is tailored specifically for your needs. We work with you to understand your current position and then to create short, medium and long-term strategies to protect and grow your money.  

Our aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future. Quite simply, we want to make sure you have the greatest amount of wealth available to you, when you need it most.

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Anita, Cheshire

GM Wealth Management are a professional company with exceptional financial advisors. They provide us with advice on our investments and pension and we have seen growth over and above our original expectations. Their advisors are well trained and knowledgeable on a range of products. They are all excellent communicators and make sure everything is clear and well understood. They keep us up to date with progress through regular reviews and make sure we are getting the best out of our investments. I really like their personal approach and style and I can't recommend their services highly enough.

Catherine, North Wales

GM Wealth really helped me understand all of the options available to me and gave me real confidence. I was always a bit overwhelmed when it came to investments and unsure what to do, but they took all of that away. They are patient, thorough and have managed to identify solutions I would never have known about, that will give me a really good return.

See more testimonials here.

Raymond, Manchester

My wife and I have been using GM Wealth Management for a number years, we have found them to be highly professional in the manner in which they conduct their business. They are very pleasant to deal with, articulate and most trustworthy. They analysed our financial plans and investment needs and advised appropriate products.
We feel that the advise given has been robust and is meeting our financial goals and as such would highly recommend GM Wealth Management for personal financial advise.

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