Gary McMorran is the founder and principal adviser at GM Wealth Management, bringing over two decades of experience in the financial services industry. His career spans a wide range of roles across wealth management, retirement planning, and long-term financial strategy, equipping him with the insight and expertise to support clients through every stage of life.
Gary established GM Wealth Management with a clear mission: to provide honest, personalised advice that empowers clients to take control of their financial future. He is known for his calm, clear, and empathetic approach - cutting through complexity to offer practical solutions that reflect each client’s individual goals and circumstances.
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Qualifications and areas of specialism:
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Diploma in Financial Advice (DipFA)
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Certificate in Mortgage and Protection (CeMAP)
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Certificate in Long-Term Care Planning (CertLTCP)
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Member of the London Institute of Banking and Finance (MLIBF)
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BA (Hons) American Business and Finance
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Higher National Diploma in Business and Finance
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Specialisms: wealth & investments, estate planning, pensions & retirement planning, long-term care planning, protection.
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Did you know...
Away from the office, Gary proudly embraces his Geordie roots and is a lifelong supporter of Newcastle United. His career began with service in the Royal Air Force, followed by academic years in the United States - experiences that continue to shape his disciplined, global perspective on financial planning today.