Global Wealth Management Group has three key objectives:
To provide unparalleled service combined with the highest ethical standards and total professionalism
Unparalleled Service
We offer a quarterly “face to face” review to ensure that targets and projections are being met. However, should less frequent meetings be preferred we will tailor our service accordingly.
High Ethical Standards
As an independent company, we search the markets to find the products to fit each client's needs. This means that we can genuinely offer “best advice”. If we were owned by a bank or insurance company, we would, of course, only be able to offer their products in which case the advice would only be “suitable”.
In certain circumstances we receive institutional discounts. These discounts are always passed back to the client.
Total Professionalism
We have installed a strict program of staff training, which includes compliance and ongoing professional development. We work closely with many Financial Institutions and Trade Associations to ensure that each and every one of our Financial Planners, Mortgage Advisors and Insurance Specialists is fully conversant with the most up-to-date information in their own area of expertise.
Here at Global Wealth Management Group, we have the experience and expertise to ensure that everyone can find an affordable solution, whatever their circumstances. As independent financial advisors, we have access to a vast range of both domestic and offshore financial products. So, whether you want to secure your financial future, protect your family or business interests, preserve your assets or finance your home purchase, your team here at Global Wealth Management can provide a tailored solution.
Company Details
- Employees
- 159
- Founded
- -
- Address
- Suite 2206, Shanghai Times Square, No 93 Central Huai Hai Road, Shanghai,200012,china
- Phone
- +1-561-472-8478
- m.****@****swm.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- gwm-ltd.com
- Keywords
- IFA, Life Insurance, Pensions, QROPS, Savings & Investment Planning, Lump Sum Investments, Education Fee Plans, Offshore Investment, Portfolio Management, Health Insurance, Travel Insurance, Income Protection, Tax Planning, Trust, Estate Planning.
- HQ
- Shanghai
Gwm Questions
Gwm's helpline number is +1-561-472-8478
Gwm's website is gwm-ltd.com
Gwm's LinkedIn profile is https://cn.linkedin.com/company/gwm
Gwm has
159 employees.
View email and phone details for 159
employees at Gwm.
Gwm's industry is
Financial Services
Gwm's top competitors are
Gwm Survey,
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Griffiths Eccles,
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Gwm's support email address is m.cowan@gardenswm.com
Gwm's categories are Financial Services
Gwm's founding year is 2004
