We're pleased to have returned to the office and welcome you to join us, should you feel comfortable. However, we will also continue with virtual meetings. Based in Hertford, gpfm financial planners are an independently owned financial planning company dedicated to the provision of personal, professional and objectively-driven advice.
If you are looking for independent financial advice from chartered wealth management experts, gpfm financial planners are here to help. As a Chartered financial planning firm, we offer invaluable advice to private and corporate clients, along with providing advice to charities, and managing trust funds.
If you are looking for independent financial advice from chartered wealth management experts, gpfm financial planners are here to help. As a Chartered financial planning firm, we offer invaluable advice to private and corporate clients, along with providing advice to charities, and managing trust funds.
Services
About us
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Based in Hertford, gpfm are an independently owned financial planning company dedicated to the provision of personal, professional and objectively-driven advice. The Chartered Insurance Institute has awarded us the prestigious Chartered financial planners title. Chartered status is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism and capability.
Our Values
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Our clients are the core of our business. Everything we do is focused on providing them with proper financial planning and outstanding service. We do not sell products, we create financial plans based on our clients' goals and life objectives. We refer to ourselves as lifestyle financial planners, which means we are more interested in your dreams and ambitions than what product we can set up for you.
Services
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The Chartered Insurance Institute has awarded us the prestigious Chartered Financial Planners title. Regardless of whether you require personal or corporate financial advice, or you want to ensure your trust or charity's investment house is providing the best results, we will act to understand your financial services requirements, and then devise and implement an appropriate solution.
Private Clients
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In today's increasingly complex world it's easy to be concerned about your finances and what the future might hold. Perhaps you're in a stage of transition, possibly nearing retirement or seeking a career change. Unfortunately, not all transitions are planned - such as divorce and bereavement - but these life-changing events impact financial matters and advice is paramount.
Retirement Planning
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You have the questions, our retirement planners have the knowledge, expertise and technology to provide the answers. Due to the recent changes in pensions regulation it is essential now more than ever that you seek some independent financial advice when approaching retirement.
The options available to you at retirement are endless, from purchasing an annuity with a guaranteed income for life, to having the flexibility to draw what you want when you want it.At gpfm we pride ourselves on getting to know you, your circumstances, your needs and objectives so that we can find the right solution for you.
The options available to you at retirement are endless, from purchasing an annuity with a guaranteed income for life, to having the flexibility to draw what you want when you want it.At gpfm we pride ourselves on getting to know you, your circumstances, your needs and objectives so that we can find the right solution for you.
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