Business Details
Your Trusted Partner for Financial Planning Solutions
As a trusted adviser with a proven track record, I focus on understanding each client's unique circumstances to provide tailored financial solutions. With extensive experience in financial services, I specialise in Savings and Investment Planning, Inheritance Tax and Retirement Planning, offering comprehensive advice to help clients build, grow, protect and preserve their wealth. My approach combines in-depth analysis of investment opportunities with strategic trust and estate planning to maximise tax efficiency.As a Senior Partner Practice of St. James's Place, I maintain access to advanced investment management frameworks while ensuring all recommendations align with individual client objectives. The value of investments can fluctuate, and tax reliefs depend on personal circumstances. Through long-term relationships, I aim to deliver bespoke financial strategies that evolve with clients' changing needs.
Services
Investment Management
Retirement Planning
Inheritance Tax Planning
Pension Reviews
Trust and Estate Planning
Highlights and features
- We offer 20+ years of experience in financial services
- Our team provides bespoke investment management strategies
- We specialise in tax-efficient inheritance planning
- Access to St. James's Place's proprietary investment frameworks
- Committed to long-term client relationships with regular reviews
Associations and certifications
- Financial Conduct Authority (FCA)
Services
Investment Management
We provide comprehensive investment management services covering onshore and offshore portfolios. Our approach focuses on growth and income generation while maximising tax efficiency through strategic use of annual allowances. We regularly review existing investments to ensure they remain aligned with your financial goals and market conditions. As part of St. James's Place, we offer access to proven investment frameworks with performance-linked returns.
Retirement Planning
Our retirement planning services include stakeholder pensions, SIPPs and pension annuity reviews. We help clients navigate pension options and divorce-related considerations while ensuring their retirement strategy evolves with changing circumstances. Our approach considers current regulations and tax implications to create sustainable income solutions that support long-term financial security.
Inheritance Tax Planning
We specialise in tax-efficient estate planning through strategic trust arrangements. Our services help clients minimise inheritance tax liabilities while ensuring their assets are distributed according to their wishes. We provide expert guidance on trust structures and estate organisation to protect wealth across generations while complying with current regulatory requirements.
Pension Reviews
We conduct comprehensive reviews of existing pension arrangements to assess their effectiveness and alignment with financial goals. Our analysis considers investment performance, fee structures and regulatory changes to ensure optimal pension management. We provide tailored recommendations to enhance retirement savings potential and address any gaps in current provisions.
Trust and Estate Planning
Our trust and estate planning services focus on creating structured solutions for wealth transfer. We help clients establish tax-efficient trust arrangements to protect assets and facilitate smooth intergenerational wealth transfer. Our approach considers individual circumstances and evolving tax regulations to maximise inheritance preservation while maintaining regulatory compliance.
People
Gary Taylor
Director
Gary Taylor brings extensive financial services experience to G D T Wealth Management. As Director, he specialises in savings and investment planning, inheritance tax and retirement solutions. His client-focused approach prioritises long-term relationships and tailored financial strategies.
Questions
What financial services do you specialise in?
We specialise in investment management, retirement planning, inheritance tax solutions, pension reviews and trust and estate planning tailored to individual client needs.
How do you approach client relationships?
We build long-term relationships through regular reviews and bespoke financial strategies that evolve with clients' changing circumstances and market conditions.
What areas do you cover?
While based in Hampshire, we provide financial advice to clients across the UK through our partnership with St. James's Place Wealth Management.
How are you regulated?
We operate as an Appointed Representative of St. James's Place Wealth Management, which is authorised and regulated by the Financial Conduct Authority.
What investment options do you offer?
We provide access to St. James's Place's investment frameworks including onshore and offshore portfolios with performance-linked returns that can fluctuate.
How do you handle tax considerations?
Our approach focuses on maximising tax efficiency through strategic use of annual allowances, trust arrangements and estate planning while considering changing regulations.
