GM2 is a Wealth Management firm of professional advisers with over 100 years of combined experience. The advisory team hold relevant professional qualifications and have backgrounds in banking, chartered surveying and financial services. Our administration and compliance team are led by a qualified lawyer assuring that our clients not only benefit from first class advice but an excellent experience.
We offer initial meetings entirely at our cost, taking the time to understand and gather the information required to determine whether, in paying us fees, we will make a meaningful difference to your goals and aspirations. Supported by a transparent fee structure, we will always keep you informed of what we are doing and why.
We are rigorous and holistic in our approach and advise on pensions, investment, protection and inheritance tax planning. We work in association with partner firms who advise on wills, probate, mortgages and equity release.
Whether you are seeking an income from your portfolio or aiming for growth we can construct suitable ‚whole of market‘ investment solutions for both the hands on and passive investor. Using todays leading technology - instead of cutting edge.
We currently manage around £300m of client funds much of which is held in risk appropriate diversified model portfolios. We also provide access to bespoke solutions such as ethically and sustainable focused investments.
By selecting leading investment platform technology your funds are both visible and secure. Our role is advisory and your investments are managed by third parties that we have selected based on our research of administrative excellence and financial strength.
Company Details
- Employees
- 5
- Founded
- -
- Address
- The Gallery, 1-3 Washington Buildings, Penarth,vale Of Glamorgan Cf64 2ad,united Kingdom
- Phone
- +44 02920 350 000
- ad****@****2.co.uk
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gm2.co.uk
- Keywords
- Inheritance Tax Planning, Commercial Property Investments within SIPP, Cashflow Forecasting, Pensions and Investments.
- HQ
- Penarth, Vale of Glamorgan
Gm2 Wealth Management Limited Questions
Gm2 Wealth Management Limited's helpline number is +44 02920 350 000
Gm2 Wealth Management Limited's website is gm2.co.uk
Gm2 Wealth Management Limited's LinkedIn profile is https://uk.linkedin.com/company/gm2-wealth-management-limited
Gm2 Wealth Management Limited has
5 employees.
View email and phone details for 5
employees at Gm2 Wealth Management Limited.
Gm2 Wealth Management Limited's industry is
Financial Services
Gm2 Wealth Management Limited's top competitors are
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Pod Partnerships.
Gm2 Wealth Management Limited's support email address is advice@gm2.co.uk
Gm2 Wealth Management Limited's categories are Financial Services
Gm2 Wealth Management Limited's founding year is 2000
