FINANCIAL ADVISER NORTH WALES
Welcome to GM Wealth Management, a trusted, family-run firm that is part of the respected Quilter Financial Planning network. Our network was ranked first in the Financial Times Top 100 Financial Advisers for both 2019 and 2020, highlighting our ability to offer nationally-recognised financial planning that is customised for you. Based in Wrexham and Chester, our team of independent financial advisers serves clients across the North-West of England and North Wales.
At GM Wealth Management, we understand how important financial planning is for you and your family. We're proud to provide professional advice and a quality service. As honest financial advisers in North Wales, our goal is to guide you in meeting your objectives with advice that is specifically tailored to your needs and financial future. We work closely with you, carefully examining your current finances, and create personalised strategies for short, medium, and long-term goals.
Whether you seek mortgage advice for a home purchase, assistance with retirement planning, pension advice, or simply an attentive ear for your unique needs regarding money, our diverse areas of expertise and expert market knowledge enable us to navigate the financial planning process seamlessly, assisting clients in achieving their objectives. You'll be happy to know that we prioritise treating every person we work with as a unique entity.
At GM Wealth Management, our goal is to deliver a thoroughly professional and highly individualised service that positions you for financial success, both in the present and the future. Put your trust in us to guide you through with transparency and an unwavering commitment to your financial well-being.
OUR SERVICES
Your circumstances are unique and our professional financial advice services at GM Wealth Management reflect that individuality. As an accredited financial adviser in North Wales, our approach is clear-cut:
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We find out all about you
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We understand your goals
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We get to know your appetite for risk
Our qualified team uses various financial tools and expertise to give you personalised solutions, enabling you to make an informed choice.
INVESTMENTS
We specialise in managing wealth and finances, ensuring you make 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.)
MORTGAGES
Our mortgage advice is dedicated to 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.)
PENSIONS
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.)
PROTECTION
Whether it's income protection or critical illness cover, our advice is geared towards safeguarding you and your family’s standard of living against the unexpected.
INHERITANCE TAX PLANNING
We utilise a variety of solutions to help mitigate this unpopular tax.
(Inheritance tax planning is not regulated by the Financial Conduct Authority.)
EQUITY RELEASE
Making use of your property to increase your standard of living.
(Equity release will reduce the value of your estate and may affect your eligibility for means-tested benefits.)
LONG-TERM CARE PLANNING
We guide you in making fully-informed decisions about how to pay for care in old age.
BUSINESS WEALTH
For small and medium-sized enterprises, we provide assistance in protecting, growing, and becoming more profitable.
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.
WHAT OUR CLIENTS SAY...
CONTACT US
Wrexham Office:
63 Regent Street
Wrexham
LL11 1PF
Chester Office:
Suite 4
Royal House
12 Upper Northgate Street
Chester
CH1 4EE
01244 631 632
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
Sunderland
SR43 4JR
Email: qfpcomplaints@quilter.com
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).