GM Wealth Management

Restricted - Whole of Market  The Regent Offices, Wrexham, Clwyd, LL11 1PF
First meeting at adviser's own cost
We are a family-run firm offering expert, personalised financial advice for you and your family. We service clients across the whole of the North-West and North Wales.
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Equity release
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Flexible mortgages
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High loan to value
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Mortgage protection
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Traded endowment policies
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Buildings and contents
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Critical illness
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Healthcare
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Income protection insurance
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Life insurance
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Payment protection insurance
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Small business
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Capital gains tax
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Estate planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Long term care
Response rating
9.3/10
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FCA authorised
Last authorised 13th September 2021
Meet our advisers
Mr Gary McMorran
Principal Adviser

This qualification assesses a knowledge and understanding of the principles of equity release, the different types of schemes available and the circumstances where equity release is an appropriate solution for the customer.

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

This qualification assesses a knowledge, understanding and application of the different types of long-term care insurance.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Gareth Wright
Financial Adviser

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

Mr Simon Pattinson
Paraplanner

This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.

The Diploma enhances knowledge in core areas such as regulation, investment principles, risk, taxation and personal financial planning using real-life scenarios to develop the essential skills to apply this technical knowledge in practice

About us

GM Wealth Management is a family-run firm that benefits from being part of the Quilter Financial Planning network, which ranked first place in the Financial Times Top 100 Financial Advisers (both 2019 and 2020). As a result, we offer nationally-recognised financial advice at a local level, personalised for you and your family.

We aim to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future. Quite simply, we want to make sure you have the greatest amount of wealth available to you, when you need it most.

Our services

You may be a first-time buyer looking to get on the property ladder, a worker reaching retirement and wondering what your options are, or a parent hoping for interest rates beyond the poor levels currently offered by savings accounts. If you are looking to improve your financial situation, no matter of your circumstances or how little you know about financial matters, we can help you. We will make sure to understand you and your objectives, while carefully and patiently explaining the options available to you.

Initial consultations are always free of charge and anything that is chargeable will be fully explained and agreed before we proceed.

We can help with:

- Investments (including ISAs)
- Pensions (personal and workplace)
- Mortgages (residential and buy-to-let)
- Protection / insurance
- Inheritance tax planning
- Equity release
- Long-term care planning

(Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.)

Where to find us
Head office address: The Regent Offices, 67 Regent Street, Wrexham, LL11 1PF
Preferred clients
Minimum wealth (income/assets)
£51,000
Minimum pension value
£51,000
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
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    Face to face
Compliance

GM Wealth Management Limited is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.

GM Wealth Management Limited is registered in England and Wales, with company number 12113944 and registered address The Regent Offices, 67 Regent Street, Wrexham LL11 1PF.

Response rating
9.3/10
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FCA authorised
Last authorised 13th September 2021

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