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Wealth Management

We are now able to offer Financial Planning and Wealth Management services through Griffiths Marshall Wealth Management Limited.<br/> To visit our website please click here.

We are often asked for advice on financial planning and wealth management services which are bound by regulatory restrictions.

To enable us to find and deliver the best possible outcomes for our clients, we have joined up with Perspective Financial Group Ltd and are now able to offer these services through Griffiths Marshall Wealth Management Limited. Working closely together to offer a joined up approach, we firmly believe that one size does not fit all and every person and business has individual circumstances, requiring a bespoke solution.

Our services include:

Individual Services

Inheritance Tax & Estate Planning
Retirement & Pension Planning
Investment Planning
Mortgage Advice

Business Services

Corporate Pension & Planning
Business Protection

The advisers are a team of highly experienced and highly qualified financial planners, they continually monitor the marketplace, ensuring they are always able to offer the very best advice. The team is highly responsive to change and has the ability to take advantage of market opportunities as soon as they arise. We respond quickly to new initiatives within the industry and keenly monitor changes in regulation in order to offer the best investment opportunities to our clients.

The advisors are:

Nicholas Aston	Chartered Financial Planner, B.A.Hons, FPMI, APFS
Jonathan Bissett	Financial Planning Consultant, BSc Hons, DipFA, CeMAP, CeRER
Vanessa Coates	Financial Planning Consultant, LLB Hons, DipPFS, CeMAP
Daniel Morris	Financial Planning Consultant, DipFA, CeMAP, CeRER
Goss Lumsden	Financial Planning Consultant, DipFA, CeMAP, CeRER
Alex Bengtsson	Financial Planning Consultant, DipFA, CeMAP

For further information, please contact ianprice@gmwealth.co.uk in the first instance or visit our website at www.gmwealth.co.uk.

Griffiths Marshall Wealth Management is a trading style of Perspective (Gould Financial Planning) Limited.

Perspective (Gould Financial Planning) Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the Financial Services Register Number 525989.

Perspective (Gould Financial Planning) Limited is registered in England and Wales Number 07257829. Registered Office: Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley PR7 1NY.

Perspective (Gould Financial Planning) Limited is a subsidiary of Perspective Financial Group Limited.

The value of your investments can go down as well as up and you may not get back the full amount invested. The Financial Conduct Authority does not regulate Taxation and Trusts. Your home may be repossessed if you do not keep up repayments on your mortgage.