Our Financial Services

gpfm financial planners understand that today’s world is increasingly complex. Regardless of whether you require personal or corporate financial advice, or you want to ensure your trust or charity’s investment house is providing the best results, we will act to understand your financial services requirements, and then devise and implement an appropriate solution.

Whether you are looking to create a private pension plan, work towards your business’s auto enrolment staging date, or you require independent tax planning advice, our chartered wealth managers are well qualified to help.

As an independent firm, you can rest assured our advice is unbiased and focused entirely on helping you to achieve a Life balance. Our financial planners work with you to tailor solutions to meet your personal or corporate needs.

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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