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.

Financial Planning & Wealth Management services in Gloucester

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 a long standing, independent wealth management firm called Prosser Knowles Associates 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 advisors 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 katebarrett@gmwealth.co.uk or ianprice@gmwealth.co.uk in the first instance or visit our website at www.gmwealth.co.uk.

Griffiths Marshall Wealth Management Ltd is an appointed representative of Prosser Knowles Associates Ltd which is authorised and regulated by the Financial Conduct Authority and is entered on the Financial Services Register under reference number 446589. The registered address is Beaumont House, 172 Southgate Street, Gloucester, GL1 2EZ Registered in England & Wales, No. 12497029.

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.