0161 973 9150

Financial Planning

24 Apr

New Tax Year – New Allowances

The new 2024/25 tax year is here. With several changes to allowances live from 6th April, it is important to review your financial plan each…

Read More

06 Apr

How to Get Ahead this New Tax Year

Several of the tax and investment allowances afforded to individuals come to an end on 5th April each year, with a new set coming into play…

Read More

18 Mar

How to Approach Savings as Interest Rates Reduce

2023 presented an opportunity for those with cash savings to take advantage of the higher interest rates on offer. Most banks increased their rates on…

Read More

08 Mar

Key Announcements from the Spring 2024 Budget

After a subdued Autumn Statement, along with the buzz surrounding a UK election year, the stage was set for a potentially exciting Spring Budget. Despite…

Read More

26 Feb

The ISA Turns 25

In 1999, the Individual Savings Account (ISA) was introduced in the UK, revolutionising the way people save and invest. Now, 25 years later, the ISA…

Read More

26 Feb

Cost of a ‘Moderate Retirement’ Jumps by over 25%

The Pensions and Lifetime Savings Association (PLSA) has recently conducted research revealing that a couple now needs £43,100 as an annual income in retirement to…

Read More

02 Feb

Living to 100: Implications for Financial Planning

In today’s rapidly changing world, the increasing number of people living beyond the age of 100 has profound implications for financial planning. Here we look…

Read More

06 Jan

New Rate of Income Tax Unveiled for Scottish Workers

In the 2023 Scottish Budget, the Scottish Government announced a new income tax rate that will be applied to taxpayers in Scotland. This rate will…

Read More

14 Dec

The Importance of Safeguarding Your Digital Legacy

As technology continues to advance at an unprecedented pace, our lives have become increasingly intertwined with the digital world. From online banking to social media…

Read More

13 Dec

Midlife Money MOT: Navigating Financial Challenges in Your 40s and 50s

As we transition through the different stages of life, it’s crucial to ensure that our financial planning remains on track. The 40s and 50s can…

Read More

02 Oct

Back to School: Planning to Fund Your Children's Education

As parents, ensuring a successful future for your children is a top priority. One crucial aspect is planning for their education. With many school and…

Read More

02 Oct

Safeguarding your Financial Goals During Separation or Divorce

Going through separation or divorce is undoubtedly one of the most challenging and emotionally draining experiences in life. Amidst the emotional turmoil, it is crucial…

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.