Who we are
GWM Financial Planning Ltd has been assisting our clients in the UK since 1994.
Meet the people behind GWM Financial Planning Ltd
Rachel has worked in the Financial Services Industry for over twenty years, starting her career in banking in 1997 and working for a selection of financial institutions before joining GWM Financial Planning Limited in 2008.
With ten years at GWM Financial Planning Limited
under her belt she has gained vast experience from undertaking numerous roles within the company.
As Operations Director Rachel is instrumental in the day to day running of the company and has built solid relationships with clients of the company to understand what is important to them and how we can ensure that we continually deliver service standards that exceed expectations.
Senior Financial Planner
We welcomed Fiona to the GWM Financial Planning Team in 2018 in order to grow the business and ensure our clients receive the best holistic financial planning advice. Fiona is a member of the CII and is a Level 4 Qualified Adviser to UK Standards (DipPFS) and is also a qualified US Investment Advisor.
She has spent 8 years overseas working in the Financial Services Market which has provided her with a strong background and understanding of the international products and how best to make these work for you upon your return to the UK. Fiona keeps up to date with changes in UK regulations and her advisory approach is to ensure that clients are educated and engaged in their long term financial plan. Fiona works with clients specific needs and is available to all clients via telephone or face to face meetings UK wide’.