Private Client Services

In today’s increasingly complex world it’s easy to be concerned about your finances and what the future might hold.

Perhaps you’re in a stage of transition, possibly nearing retirement or seeking a career change. Unfortunately, not all transitions are planned – such as divorce and bereavement – but these life-changing events impact financial matters and advice is paramount.

At gpfm, we enable you to gain clarity by helping you to define your goals, then organise your financial resources so that you know how to achieve them. We work with you over the long-term, empowering and liberating you to make decisions about your future and your finances.

Whether you require professional retirement planners, advice with your private pension plan or help with an unforeseen financial circumstance, gpfm can 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 needs. Contact us and allow us to welcome you to the family.

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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