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 and Cheshire, 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 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.
Your financial situation is unique and so are our services. The approach we take is simple:
We find out all about you
We understand your goals
We get to know your appetite for risk
We then use all the tools and expert knowledge at our disposal to offer you relevant and tailored solutions, enabling you to make an informed choice. Our services are comprehensive too, which means we can offer professional advice across each of the stages of your financial life.
Managing wealth and making the most of tax-efficient investment opportunities
Ensuring the most suitable arrangements for your home, second home or buy-to-let properties
Ensuring you maximise your standard of living for when you do not want to work so hard
Protecting you and your family’s standard of living against the unexpected
INHERITANCE TAX PLANNING
Utilising the best solutions available to mitigate this unpopular tax
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
Newcastle upon Tyne
Tel: 0191 241 0700
You can find more information by visiting the Quilter Financial Planning Limited website. https://www.quilterfinancialplanning.co.uk. 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).