Our approach
Personal financial and wealth planning
At GP Wealth, we make sure we take time to understand your needs, goals and preferences before we make any recommendations.
We often meet clients at their place of work or their homes, but we also welcome visits to our offices. We work closely with other professionals, such as accountants, solicitors and specialist general insurance brokers, to deliver a seamless service to you.
GP Wealth’s six-step advice process:
YOU AS THE PRIVATE CLIENT
Initial meeting and review – identifying your needs and objectives by understanding your current financial circumstances and your future aspirations
Getting to know you – gathering relevant information
Analysis – an evaluation of your particular financial situation
Recommendation – developing a strategic plan
Implementation – reaching an agreement on how and when the plan will be implemented
Ongoing service and relationship – regularly monitoring your progress
CONTACT US
Please contact our team today on 020 8603 3700. Alternatively fill in the quick form below and we will be in touch with you as soon as possible: