GPFM Financial Planners

Independent Financial Adviser  2nd Floor, Hertford, Hertfordshire, 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 25th May 2020
Meet our advisers
Simon Frost APFS
Managing 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
Scott Shadwell DipPFS
Financial Planner
Scott Atkinson APFS
Managing Director & Chartered Financial Planner
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

Emma Saunders DipPFS
Financial Planner

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

Amy MacKinnon FPFS
Chartered Financial Planner
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)
£50,000
Minimum pension value
£50,000
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 25th May 2020

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