GWM Solutions Ltd

Independent Financial Adviser 137 - 141 Holywood Road, County Down, Belfast, BT4 3BE
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th October 2018
Pension Transfer Specialists. Our client's are at the heart of our business.
We can advise you on
    • Corporate pension
    • Employee benefits
    • EEA
    • Rest of world
    • Wealth management
    • Accident & sickness
    • Buildings and contents
    • Commercial motor
    • Critical illness
    • Healthcare
    • Home and leisure
    • Income protection insurance
    • Large business
    • Life insurance
    • Payment protection insurance
    • Small business
    • Travel
    • Ethical investments
    • Investing for income
    • Investment trusts
    • ISAs
    • OEICs
    • Offshore investments
    • Socially responsible investments
    • Traded endowment policies
    • Unit trusts
    • Long term care
    • Buy to let
    • Commercial for individuals
    • Equity release
    • First time buyers
    • Flexible
    • High loan to value
    • Home reversion
    • Overseas
    • Remortgage
    • Residential
    • Right to buy
    • Self build
    • Self employed
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions & divorce
    • Pensions & retirement planning
    • Pensions review
    • Pensions transfer
    • Sipps
    • Stakeholder
    • Lump sum
    • National savings
    • Regular savings
    • Savings for children
    • School fees planning
    • Capital gains tax
    • Estate planning
    • Income tax
    • Taxation planning
Meet our advisers
adviser-person
Jayne Gibson MSc
Managing Director
Accreditations
Chartered Financial Planner
Where to find us

137 - 141 Holywood Road, County Down, Belfast, BT4 3BE

Contact us
About us

Know your Pension Transfer Options Insight.Out
Planning for retirement has never been more complex and perplexing. Historically, for many individuals with final salary benefits the options were straight forward - a lump sum at retirement and a pension for life. However, recent changes in legislation and other economic factors have meant that these gold-plated benefits are started to look a little tarnished.

GWM provide specialist pension advice. We have customers nationwide and our Pension Transfer Specialist is one of the highest qualified and experienced adviser in the UK. We adopt a highly personalised approach to your retirement planning needs.

Occupational schemes generally provide benefits on a one size fits all basis and cannot provide the flexibility afforded by pension freedom legislation. Funding is an issue, schemes rely on the continued financial success of the sponsoring employer to make up the deficit and continue to pay ever increasing costs. Having said this, these schemes provide very valuable benefits which should not be given up lightly, and in many cases retaining these benefits will be the best option. It is important therefore to consider your individual circumstances, needs and objectives, and how these benefits fit into your wider financial planning needs.

Our services

We adopt a highly personalised approach, and listen carefully to what you have to say. Understanding you is central to our whole process.

It is a huge responsibility advising people about the next stage of their life after work, and we do not take this lightly. For most people making decisions about their pension will be the biggest financial decision they will have to make and can have life changing consequences.

It is a great privilege and honour to help guide my clients through the maze to a stress free and fulfilling retirement.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Special offers
Choose an Unbiased exclusive special offer:
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Compliance

GWM Solutions Ltd is an Appointed Representative of Network Direct Ltd which is authorised and regulated by the Financial Conduct Authority. GWM Solutions Ltd is registered in England & Wales Number 07653162. Registered Office Address 7 Ashfield Crescent, Chester CH1 5AU.

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