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24 Apr

NS&I Launch British Savings Bonds

The launch of NS&I’s new ‘British Savings Bonds’ is an interesting development for savers and investors alike. Announced in the Chancellor’s Spring Budget in March…

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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…

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30 Oct

Understanding Different Types of Investment Risk

It is often said that risk and reward go hand in hand, with a degree of risk being required to reap potential rewards. Investing involves…

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04 May

Investing – It’s a Marathon, Not a Sprint

With marathon season in full swing this got us thinking about the investment process, and how there are many comparisons to be drawn between running…

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23 Mar

How is Your Money Protected? – A Reminder of Available Protections

The news of bank runs, and government bailouts have made an unwelcome return to headlines in recent weeks. Understandably, a number of clients have raised concerns…

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03 Feb

The Benefits of Long-Term Investing

Investing for the long term is an important strategy for anyone looking to build wealth and secure their financial future. At times, global stock markets…

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02 Jan

Back to Basics – Making the Most of Cash Savings

In June 2023, the Bank of England’s Monetary Policy Committee (MPC) voted to raise interest rates to 5 percent.  With the Bank of England base rate now…

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21 Nov

3 Things to Remember During Times of Volatility

As humans, we are hard-wired to respond emotionally to change. As a result, the return to volatility in markets has understandably unsettled many investors. With…

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18 Oct

Financial Planning for Entrepreneurs

A key principle of financial planning involves diverting a regular amount from a salary/income into various investment wrappers such as pensions and ISAs. However, the…

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05 Nov

Green Savings Bonds Now Available

Earlier in the year, we wrote on our blog about NS&I Green Savings Bonds after these were announced by the Chancellor in his Spring 2021 Budget….

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05 Nov

Office of Tax Simplification Publishes First Stage of Capital Gains Tax Review

It should come as no surprise that in light of increased public spending, the government are looking at potential ways to reform the tax system….

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26 Jun

Investing Through the Current Crisis and Beyond

Financial markets have seen increased volatility since the outset of the Covid-19 pandemic, and with a continual flow of new information there is no clear…

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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.