GM Wealth Management
LL11, Wrexham
(4)
LL11, Wrexham
(4)
We are a family-run firm offering expert, personalised financial advice for you and your family. We service clients across the whole of the North-West and North Wales.
GM Wealth Management is a family-run firm that benefits from being part of the Quilter Financial Planning network, which is a member of the Financial Times Top 100 Financial Advisers.
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4 customer reviews
Lucia Fullalove
I have been working with GM Wealth Management for a number of years and I have been extremely happy with the way the company has looked after my funds. Mr McMorran is very professional and patient explaining to me all the aspects of the finances. I do trust his decisions and even during the pandemic hard times has resulted in growth for my fund. More...
Ann & Bryan Lambert
We have been Gary’s clients for many years. We have always been extremely pleased with the service we have received. His advice has always been sound and our investments have very often exceeded our expectations.
He is always available when advice is sought. Regular reviews take place.
Gary is very personable, reliable, always on time and has a great sense of humour! We have absolute confidence in him and have no hesitation in recommending him.
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Ian Macpherson
I have been a client of Gary's for many years and welcome the progression to GM Wealth Management.
I have always been impressed by the service I have received, whether broad advice on a larger scale project or a small piece of advice and reassurance.
Both ends of the spectrum are so important to a client. The personal touch has been much appreciated over time.
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Anita Wright
GM Wealth Management are a professional company with exceptional financial advisors. They provide us with advice on our investments and pension and we have seen growth over and above our original expectations. Their advisors are well trained and knowledgeable on a range of products. They are all excellent communicators and make sure everything is clear and well understood. They keep us up to date with progress through regular reviews and make sure we are getting the best out of our investments. I really like their personal approach and style and I can't recommend their services highly enough. More...
Financial advice
Our role as a financial adviser is to help you to meet your financial goals, ensuring that the advice we give you is tailored specifically for your needs. We work with you to understand your current position and then to create short, medium and long-term strategies to protect and grow your money.
Wealth management
Our aim is to offer you a thoroughly professional, highly individual service that puts you in a more advantageous financial position, both now and in the future. Quite simply, we want to make sure you have the greatest amount of wealth available to you, when you need it most.
Mortgages
Ensuring the most suitable arrangements for your home, second home or buy-to-let properties.
Pensions
Ensuring you maximise your standard of living in retirement.
We can help you understand pensions and their tax benefits, whether you want to set up a new pension or understand and review an existing pension.
Protection/Insurance
Protecting you and your family’s standard of living against the unexpected.
Mortgage protection.
Life insurance.
Critical illness cover.
Income protection.
Key person insurance.
