Our Values

Once you become our customer, you’re part of the family.

Our customers are the core of our business. Everything we do is focused on providing them with proper financial planning and outstanding service.

We do not sell products, we create financial plans based on our customers’ goals and life objectives. We refer to ourselves as Lifestyle Financial Planners, which means we are more interested in your dreams and ambitions than what product we can set up for you. It may be that a financial product is suitable to help you on your journey but this is not always the case.

We will listen to you and your objectives and will not bombard you with jargon and complicated products. We are extremely proud of our Chartered Financial Planner status, which is your reassurance that you are dealing with a financial planning firm of the highest calibre.

Our Services

Case studies

Novus Leisure and gpfm

Tanya Sullivan is Payroll and Productivity Manager for Novus Leisure Ltd. She inherited gpfm when she started at Novus, and we have been working with her for many years.

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A Private Client Referral That Lasted the Test of Time

Following consultation with the solicitor, the clients were referred to gpfm, where they were introduced to Chartered financial planner, Simon Frost. Initially, the clients had a no-obligation meeting with Simon, and following this, they decided to retain his private finance services.    

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