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
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.
With ten years at GWM Financial Planning Limited
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’..
Joseph is a fully Level 4 Qualified UK adviser (DipPFS) who is currently working towards Chartered & Certified financial planner status. Since joining GWM Financial Planning in 2019, Joseph has helped many clients with all aspects of their financial planning to help them achieve their long-term investment goals.
Joseph is a member of Chartered Insurance Institute & the Personal Finance Society.