What does it mean to be a client of GGFM?
To help you understand this, we have summarised this in four sections – why we do what we do, what our clients can expect, what we do and how we do it.
Why do we do what we do?
We want our clients to feel confident and in control of their financial situations so they can achieve what is important to them.
What can our clients expect?
Ongoing support from an experienced and forward-thinking adviser, who will be happy to spend the time to understand what is important to them and what they are trying to achieve.
Ongoing advice is hugely important to our clients as it gives them peace of mind that they are doing the right things at the right time and kept up to date with any legislative changes and new ideas.
Simply put: goals based financial planning.
We work with individuals, couples, families and businesses to help them to organise their finances and take control of their financial situation.
In order for us to help our clients, we take the time to understand their aspirations, why they are important to them, and discuss their current financial circumstances in order to provide them with the most suitable recommendation.
Our clients have access to a range of support and advice, from getting the right illness and life cover in place in case the worst happens, to building and preserving wealth for the future and when you stop working.
Financial affairs are often seen to be a complicated world to navigate so we make it our priority to ensure that our clients truly understand their finances and everything that we put in place for them.
How do we do this?
We will often meet with a new client 2-3 times, at no obligation, to understand exactly how we may be able to help them. These meetings may last for 30 minutes, and even extend to 2 hours.
Thereafter, we will continue to meet with a client on an ongoing and regular basis – as agreed upfront.
We are also supported by St. James's Place, a FTSE 100 company who guarantee our advice. (To put this into perspective – this isn’t even something offered by the biggest banks in the UK!)
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the Group, more details of which are set out on the Group's website at www.sjp.co.uk/products
St. James's Place supports us to provide clients with face-to-face (and virtual!) tailored financial advice backed by the distinctive approach to investment management – select, monitor, change.
The value of an investment with St. James's Place will be directly liked to the performance of the funds selected and may fall as well as rise. You may get back less than the amount invested.
Bonus - something new we're doing!
Cashflow forecasting
We also help our clients to visualise their financial future, by completing cashflow forecasting and producing financial models for the future to see where the gaps in their plans may be. This helps us work closely with our clients to make smarter, informed financial decisions.
Clients have said this has been really useful to truly understand whether they’re doing enough to achieve what is important to them.
Got a question?
Do get in touch with us if you need a bit more information about these services, or any of our other financial planning advice.
