GPFM Financial Planners

Independent Financial Adviser  2nd Floor, Hertford, Herts, SG14 1JA
First meeting at adviser's own cost
Our approach is designed to give you the ability to organise and take control of your financial future.
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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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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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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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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Capital gains tax
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Estate planning
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Income tax
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Taxation planning
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Corporate pension
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Employee benefits
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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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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021
Meet our advisers
MR Simon Frost APFS
Director & Chartered Financial Planner

To achieve the Associateship grade, individuals would be required to have 6 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
MR Scott Shadwell DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

MR Scott Atkinson APFS
Managing Director & Chartered Financial Planner

To achieve the Fellowship grade, individuals would be required to have 10 AFPC (Diploma) units or equivalent. This shows a commitment to continuous professional development.

Accreditations
Chartered Financial Planner
MR Rod Edwards DipPFA
Financial Planner

This qualification assesses a knowledge and understanding of the financial services industry including: regulation and ethics, personal taxation, investment principles and risk, pensions and retirement planning, financial protection

MRS Emma Saunders DipPFS
Financial Planner

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

What our clients say
We found gpfm to be professional, capable, and trustworthy. They met and exceeded our goals, kept promises and were very responsive to questions. We would hold them in strong regard if we ever wanted to reassess our financial situation. Simon was very knowledgeable about the areas of financial planning we were looking for advice on. He was upfront about fees and made sure we understood the cost structure from the start, which we appreciated. We found gpfm to be efficient: both in how they worked and in terms of giving us a financial solution.
Alan and Joyce, Hertfordshire
I turned 60 back in June and, looking at the paperwork from the pension provider, it might as well have been written in Greek. I didn’t know what to expect – I’m a very practical person but financial things mean nothing to me. I was apprehensive before meeting with Amy at gpfm, and I was worried about being baffled. Instead, it was simple, easy, and made me feel like I wasn’t so stupid after all.
Linda, Hertfordshire
Simon was both thorough and thoughtful throughout the process. The entire gpfm team were supportive and professional and they made themselves available whenever I had a question. The advice and information I received was clear, concise and straightforward, not just from Simon, but from all the staff we dealt with. Amy and Lucy were also particularly helpful. They checked that I understood the process every step of the way.
Richard, Hertfordshire
They can’t do enough for you and a lot of companies aren’t like that. You’re not just a number to them. gpfm are like a family and they always pick up the phone.
Janice, Hertfordshire
I would recommend gpfm – so far they have been very proactive, all my questions have been answered promptly and I find the monthly newsletters to be very helpful. Overall, the broader communications help to make me feel looked after and my personal experiences leave me confident that everything is being taken care of well.
Karen, Berkshire
The online review with Scott went very well. He made things comfortable and as similar to our normal face to face meetings as possible. He showed us a slide show over the Facetime call, which was all very easy and seamless. We would be happy to do this again if the restraints of lockdown are still in place – but nothing beats face to face.
Ian and Sue, Lincolnshire
It is always a concern when selecting a financial adviser, but we really liked gpfm’s story and profile on their website. Then when we had our initial meeting, we were treated so well by Scott and the team. We would certainly recommend Scott and gpfm to anyone. We were worried about spending money at one point, but Scott reassured us and said we could check-in every month if we wanted to.
Geoff and Elizabeth, Bedfordshire
Simon was very professional. He explained everything in a clear concise manner, both the upsides and downsides. This was on top of handling all the legislation, all the paperwork and all the admin.
Keith, Hertfordshire
About us

Founded in 2001 and operating from our Hertford head office, gpfm are independently owned Financial Planners, dedicated to the provision of personal, professional and objective driven financial advice. We work with individuals, corporate clients and professionals who share our values.

Our services

At gpfm, we help you to gain clarity by defining your goals, then organising your financial resources to achieve the right results. We work with you over the long-term, empowering and liberating you to make robust plans for your finances and future.

Where to find us
Head office address: 2nd Floor, Hanscombe House, 52A St Andrew Street, Hertford, Herts, SG14 1JA
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0
Advice methods
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 2nd August 2021

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