GWM Financial Planning Limited has been providing financial advisory services to UK based clients since 1994.
Although a traditional financial planning firm we have grown over the years in line with our clients’ needs and the ever-changing financial services environment. With the increase in global mobility GWM Financial Planning Limited has expanded its specialism’s to assist clients who have either repatriated to the UK from a time abroad, or those clients moving to the UK who have existing financial plans which were/are more suited to the International Investment environment. That said we remain true to our roots.
When choosing to embark on your expat adventure, returning to the UK was probably the last thing on your mind. Although many of us may issue a bold statement about never returning, the reality is that most expat adventures last 7 years before moving home or on to another destination. There are close to 500 international globally based planning firms, and the vast majority of these have no ability to offer regulated ongoing advice or service to British expats when they choose to return home.
The majority of internationally based advisers are geared up to provide offshore and localised solutions in the jurisdiction they are based, and can completely overlook the fact that a high proportion of British expats will return home later in their life-cycle.
GWM Financial Planning Ltd provides a full Wealth Planning service to returning expats with a comprehensive review of all current overseas and internationally based policies as well as assessing the implications repatriation may have on their existing products.
Read more about GWM Financial Planning Ltd below or browse our services by clicking here.