We are offering free financial consultations

Would it be helpful to speak to an Independent Financial Adviser about your personal financial position?  We can help with the following:

Mortgages

You may be concerned about maintaining your mortgage payments or perhaps moving to a more flexible or cheaper deal.

Pensions

You may be concerned that your pension arrangements will still meet your needs in retirement. Or you may even be considering early or gradual retirement and accessing your pension earlier than planned.

Financial protection

You may be reviewing what you hold in terms of life, critical illness or income protection. If you have enough, you may still want to reduce your monthly outgoings.

Investments

You may be concerned about the turmoil in the investment markets and whether now is a time to invest.

Inheritance planning

Recent events may have made you think more about the importance of planning further ahead.

For a free consultation, either over the phone or by video link on your smart phone, tablet or personal computer, please complete the attached and we’ll be in touch.

Request a call back

Testimonials

We recently concluded a property purchase and that is why we encashed some funds. In the course of that transaction, we also dealt with other financial bodies and you were the outstanding exception in doing what you promised without fuss and within the timescale promised.

So this is just to say thank you very much for your help. After the sale of another property later this year, we look forward to reinvesting the money with you.”

Paul, London

Even though I shall be retiring soon the prospect of a retirement planning seminar didn’t excite me. I envisaged boring presentations about the complexities of pensions and how to eke out a living on one. I’m very pleased to say I was entirely wrong! Instead Barry delivered an engaging and relevant presentation about draw-down and annuities, income vs expenditure, taxation and much more and all of it interesting and without any technical jargon! Afterwards I feel empowered and more optimistic about moving on to the next phase of my life.

Edwin, London

Ben has been very helpful giving unbiased advice and making valid suggestions, and been a help when I started my business too. He has put me in contact with some other specialists that have been a great help too.

Lance, Hertfordshire

Attention to detail and nothing is ever too much trouble.

David, London

I find GWM to be really objective and am 100% confident that they always have the best interests of my family and I at the centre of any solution. They have the ability to support me across an unusually wide breadth of services including estate planning. I had a sudden family bereavement recently when I needed unbiased support and GWM over-delivered in every way, easing a difficult time for me. Fundamentally I trust GWM and I see this as a long term relationship for my whole family

Lucinda, Hertfordshire