GM Wealth Management Ltd
63 Regent Street
Wrexham
LL11 1PF
This firm is an Appointed Representative (AR). It can carry out certain activities on behalf of another firm (its principal) that is regulated in the UK or another EEA country. The principal has accepted responsibility for the Appointed Representative's activities.
(440703) Quilter Financial Services Ltd
GM Wealth Management is a family-run firm with advisers based in North Wales and the Wirral. We benefit from being part of the Quilter Financial Planning network, which ranked first place in the Financial Times Top 100 Financial Advisers (both 2019 and 2020). As a result, we offer nationally-recognised financial advice at a local level, personalised for you and your family.
You may be a first-time buyer looking to get on the property ladder, a worker reaching retirement and wondering what your options are, or a parent hoping for interest rates beyond the poor levels currently offered by savings accounts. If you are looking to improve your financial situation, no matter of your circumstances or how little you know about financial matters, we can help you. We will make sure to understand you and your objectives, while carefully and patiently explaining the options available to you.
Initial consultations are always free of charge and anything that is chargeable will be fully explained and agreed before we proceed.
RISK WARNINGS:
Equity Release & Lifetime Mortgages will reduce the value of your estate and can affect your eligibility for means tested benefits.
Tax Planning Is not regulated by the Financial Conduct Authority.
GM Wealth Management Limited is an appointed representative of Quilter Financial Services Limited, which is authorised and regulated by the Financial Conduct Authority.
GM Wealth Management Limited is registered in England and Wales, with company number 12113944 and registered address 63 Regent Street, Wrexham LL11 1PF.
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An Appointed Representative (AR) is a firm or person who runs regulated activities and acts as an agent for a firm we directly authorise. This firm is known as the ARs 'principal'.
There must be a written contract between the principal and the AR documenting the arrangement
The principal takes full responsibility for ensuring that the AR complies with FCA rules.
Principal firms make sufficient checks on the firm or individual to ensure they are financially stable and competent.