FINANCIAL ADVISER WREXHAM
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 financial advisers based in Wrexham and Chester, we are able to service clients across the North-West of England 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 ourselves on the quality of advice and service that we offer. Our role as financial advisers in Wrexham is to help you meet your financial goals, ensuring that the advice we give you is tailored specifically to 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.
Whether you're seeking mortgage advice to purchase a home, want help with your retirement planning, pension and retirement advice, or just someone to attentively listen to your individual needs, our advice areas and expert knowledge of the market allow us to work with you to meet your objectives. It's important that financial advisers understand that no two clients are ever the same, and so we ensure that every business and person we work with is treated as an individual.
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.
Your financial situation is unique and so are our services. The approach we take as an accredited financial adviser in Wrexham is simple:
We find out all about you
We understand your goals
We get to know your appetite for risk
Our fully qualified team then uses all the financial tools and expert knowledge at our disposal to offer you relevant and tailored solutions, enabling you to make an informed choice. Our financial advice services in Wrexham are comprehensive too, which means we can offer professional advice across each stage of your financial life.
Managing wealth, finances and making the most of tax-efficient investment opportunities
(Tax treatment varies according to individual circumstances and is subject to change. The value of investments and the income they produce can fall as well as rise. You may get back less than you invested.)
Mortgage advice ensuring the most suitable arrangements for your home, second home or buy-to-let properties
(Some buy-to-let mortgages are not regulated by the Financial Conduct Authority.)
Ensuring you maximise your standard of living for when you do not want to work so hard.
(The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested.)
Whether it's income protection or critical illness cover, we can advise on protecting you and your family’s standard of living against the unexpected.
INHERITANCE TAX PLANNING
Utilising a variety of solutions available to mitigate this unpopular tax.
(Inheritance tax planning Is not regulated by the Financial Conduct Authority.)
Making use of your property to increase your standard of living.
(Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.)
LONG-TERM CARE PLANNING
Making a fully-informed decision about how to pay for care in old age.
Helping small and medium-sized enterprises to protect themselves, grow and become more profitable.
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.
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.
WHAT OUR CLIENTS SAY...
MAKING A COMPLAINT
If you have a complaint about your adviser, or any financial advice you have received from your adviser, please contact us:
Quilter Financial Planning Complaints Department
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning Limited website. https://www.quilterfinancialplanning.co.uk/contacts. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service (www.financial-ombudsman.org.uk).