0161 973 9150

Financial Planning

13 Jun

The Truth Behind the Pension Myths

A recent report by the Work and Pensions Committee found that savers ‘struggle to navigate the pensions minefield’. Despite pensions being vital to support income…

Read More

09 Feb

Passing on Pensions – 3 Key Questions to Ask

The introduction of pension freedoms in 2015 changed the landscape regarding passing on wealth – with pensions becoming a much more attractive option via which…

Read More

09 Feb

The Do’s and Don’ts of Protection

We’re all used to paying for car insurance and home insurance, but what about protecting the most important thing in our lives – our family?…

Read More

06 Jan

Financial Planning Resolutions for 2022

The start of a New Year is a great time to take stock and make plans for the future. Financial plans often feature high up…

Read More

05 Jan

The Ones to Watch in 2022

The past couple of years have been plagued by uncertainty for many of us, and as we head into 2022, the picture remains unclear in…

Read More

31 Oct

Don’t Let Financial Fear Hold You Back

In most cases, managing money is something we teach ourselves, picking it up along the way without any formal financial training or education. Due to…

Read More

19 May

What’s Your Financial Plan Coming out of Lockdown?

According to the Bank of England’s Monetary Policy Report in February 2021, households across the UK have accumulated an excess stock of savings totalling £125…

Read More

21 Apr

Has Lockdown Affected your Financial Behaviour?

Whilst most of us will have thought about how we will emerge from lockdown socially, few of us will have taken the time to think…

Read More

21 Apr

New Tax Year – New Plan?

Whilst the dawn of the new tax year may not be an occasion most people recognise, it’s something we get quite excited about as financial…

Read More

17 Mar

Divorce and Financial Advice in Light of the Pandemic

Following on from the strain of national lockdowns, and considering that the most recent ONS divorce statistics showed the number of couples getting divorced/dissolving civil…

Read More

10 Mar

The Value of Options in Tax Year End Planning

With the tax year end fast approaching, we are working with a number of clients to look at their available allowances and the ways in…

Read More

10 Mar

A Reminder of the Personal Allowance Trap

The tax rate applied to the first £12,500 of income earnt in a tax year is 0%. This is what is known as the personal…

Read More
I am only in this position because of you. One of the best decisions I have ever taken going with GWM.

With great thanks for all your reassuring attention over the last year. It means more to me than I can express in a few words.

I just want to thank you and your team so very much for all you do for me throughout the year. It is a real comfort to know that my investments are in such capable hands. I literally couldn’t do it on my own.

We are both very grateful for the time you spent with us in explaining various options. We certainly feel we now both have a much better understanding of our situation & the decisions which we need to consider moving forward.

Thanks again for your advice, you have given me the kick I needed to take control and I’m very grateful for that.

We feel we can phone at any time during office hours if we need anything clarifying. Our financial adviser knows our personal circumstances and is in tune with our goals and lifestyle. His advice has been and continues to be excellent.

You’ve solved that dilemma for me… Thank you for being so clear and honest as always.

A very personalised service… All advice is tailored to my needs with great consideration to issues I may not have thought of myself. I feel confident about my future finances.

Thank you so much again for your time and brilliant advice.

Just a big thank you for all you have done for our family. We do appreciate it.