GM Wealth Management
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
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
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
GM Wealth Management is a family-run firm with advisers based in North Wales and the Wirral. We benefit 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.
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.)
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FREEpension health check+ £50 off the
cost of advice -
FREEinvestment health check+ £50 off the
cost of advice -
FREEfinancial health check+ £50 off the
cost of advice
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Telephone
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Online (Live chat, video, email)
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Face to face
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 63 Regent Street, Wrexham LL11 1PF.
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