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Latest News

19 Jul

George Osborne's Third Budget 2012

The Chancellor of the Exchequer recently decided to focus his attention on restricting tax reliefs for higher income earners. At the core of these budgetary…

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19 Jul

2012 North West Chartered Financial Planner of the Year Award Winner

TRAFFORD-based financial planner Morven Millar has been named Chartered Financial Planner of the North West by local institutes. Morven, who is a partner at Gresham…

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18 Jul

Tax doesn't have to be taxing... but it is!

The recent errors with HMRC’s computer system have brought to light the scale of tax individuals are paying (or not as the case may be)….

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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.