Gareth and the team have been looking after our investments for several years now. He is knowledgeable, discreet and very conscientious. He maintains regular contact with us, not just at review dates and we have been delighted with the advice provided and the returns on our investments.
I would have no hesitation in recommending GM Wealth Management to others - indeed I have, to several friends and relatives.
Gareth 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, Gareth took all of that away. He’s patient, thorough and has managed to identify solutions I would never have known about, that will give me a really good return.
I contacted GM Wealth after being advised by a friend, the colleagues were extremely approachable provided amazing service and put myself first throughout. I have been with GM Wealth for over 10 months now and I’m extremely impressed with how they provide consistently great service. Would advise them to anyone thinking about investing.Fantastic service from both Gary and Simon.
Anita, North Wales
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.
Ann, Welsh Border
We have been Gary’s clients for many years. We have always been extremely pleased with the service we have received. His advice has always been sound and our investments have very often exceeded our expectations. He is always available when advice is sought. Regular reviews take place.
Gary is very personable, reliable, always on time and has a great sense of humour! We have absolute confidence in him and have no hesitation in recommending him.
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.
Dealing with GM Wealth Management made dealing with investments and securing a stable sustainable future a joy. Great knowledge providing clear options and choices to make. Always available, great communicators and nothing too much trouble. Would thoroughly recommend GM to others. Will continue to use as I adapt my portfolio in changing times.
GM Wealth Management offer trustworthy advice in a friendly and knowledgable manner. They made me feel really comfortable and talked through my options in a clear way, so that I understood everything I needed to in order to make the right decision. Highly recommend them to anyone looking for financial advice.
Gary has been providing me with a very professional financial service for some time now. I have always found GM to be attentive to detail and prompt at actioning matters without any pressure from them. I am delighted to recommend GM Wealth Management to anyone
I have been a client of Gary's for many years and welcome the progression to GM Wealth Management. I have always been impressed by the service I have received, whether broad advice on a larger scale project or a small piece of advice and reassurance. Both ends of the spectrum are so important to a client. The personal touch has been much appreciated over time.
Jon, North Wales
I have been a client of Gary's for over a decade. The level of service and expertise I have received has been first class. I highly recommend Gary and his team.
I contacted GM Wealth through recommendation and I’m so glad I did. Gary and the Team were great in all elements of the process. Gary was extremely helpful in advising and explaining all options that were available to me based on my personal situation. He was very prompt in turning things around clearly communicating along the way. I would definitely recommend GM.