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GWM Financial Planning Limited has years of experience in assisting clients across a whole range of financial services within the UK regulated environment. Although specialised in assisting individuals who are moving or returning to the UK we cover all areas of Financial Planning for UK resident individuals whether this be complex Wealth Planning or assisting with ISA’s.

 

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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.

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GWM Financial Planning Limited is extremely proud of its roots and have been providing advice to clients around the UK for the last 25 years

 

Authorised and regulated by the Financial Conduct Authority, GWM Financial Planning Limited retains a strong presence across the United Kingdom, assisting clients with all their financial requirements.

Using a range of specialist investment platforms and solutions GWM Financial Planning Ltd helps clients maximise returns on their investments while minimising tax liabilities. Coupled with the latest in cash flow modelling and planning technology, our planners take time to genuinely understand what you are trying to achieve with your money and how best it can be managed to achieve your long term financial goals.

Whether you are looking for an ISA, managed portfolio or simply need some protection for you and your family, GWM Financial Planning Ltd has access to a range of solutions which can be tailored to suit your specific needs. If you would like your dream retirement, the very best education for your children or would like to get a bit more growth on your savings, our UK Planners can help you find the perfect solution.

 

Click here to meet the people behind GWM Financial Planning

 

 

Our Services: Wealth Planning designed with you in mind.

 


 

Financial Planning

It’s important to identify what you might want to achieve and how you can do this. We can help you to identify your goals and create a plan for your finances to help you achieve them. When investing it is important to have confidence in the expertise you have available to you. Within GWM Financial Planning Ltd we offer that through our knowledge and experience. We review and meet the fund managers we recommend regularly.

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Retirement planning:

It’s important to know whether the money you are saving towards retirement will provide you with sufficient funds to meet your retirement objectives. We can work with you to proactively plan for your retirement and help you decide on the options available once at retirement.

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Protection planning & Inheritance tax planning:

Most of us want to protect the things that are important to us, our family, business and quality of life. Protection planning can help to provide peace of mind in the event of your income changing due to unexpected events. We can help you plan for the best way to protect you, your family or your business.

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How we can help you.

In our experience your financial objectives will alter over time due to changes in your circumstances. We believe that it is essential to ensure that your portfolio continues to meet your lifestyle and investment objectives. Our Wealth Planning Service includes a range of advice in

Risk is a fact of life and managing it is vital to our decision making process. We will first determine your financial goals, your willingness and ability to accept risk, and relate these to your time horizon. Your investments and your plan will be customised to your financial aspirations and investment profile. 

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