We help our clients to identify and achieve the best lives they can lead, making use of all their available resources. We assist them in making a financial plan and then help them to arrange their investments in order that they might achieve it. We help with minimising the tax they pay throughout their lives and when passing down their wealth to future generations.
We also provide outsourced advice on all types of pensions to clients and other professionals and are often employed by our clients to work with their existing professional advisors, particularly in accountancy and law, to provide a fully integrated advice service.
Additionally we provide a full financial advisory and investment management service to companies, trusts and charities through our subsidiary, GWM Corporate Financial Services.
We would welcome the chance to meet with you and discuss your requirements. We will not engage with clients unless we are certain that we can add significant value. In this respect all initial meetings are always at our expense and no fees are ever charged until all parties are agreeable to working together.