We're pleased to have returned to the office and welcome you to join us, should you feel comfortable. However, we will also continue with virtual meetings. Based in Hertford, gpfm financial planners are an independently owned financial planning company dedicated to the provision of personal, professional and objectively-driven advice.
If you are looking for independent financial advice from chartered wealth management experts, gpfm financial planners are here to help. As a Chartered financial planning firm, we offer invaluable advice to private and corporate clients, along with providing advice to charities, and managing trust funds.
If you are looking for independent financial advice from chartered wealth management experts, gpfm financial planners are here to help. As a Chartered financial planning firm, we offer invaluable advice to private and corporate clients, along with providing advice to charities, and managing trust funds.
Services
Based in Hertford, gpfm are an independently owned financial planning company dedicated to the provision of personal, professional and objectively-driven advice. The Chartered Insurance Institute has awarded us the prestigious Chartered financial planners title. Chartered status is an exclusive title only awarded to firms that meet rigorous criteria relating to professionalism and capability.
Our clients are the core of our business. Everything we do is focused on providing them with proper financial planning and outstanding service. We do not sell products, we create financial plans based on our clients' goals and life objectives. We refer to ourselves as lifestyle financial planners, which means we are more interested in your dreams and ambitions than what product we can set up for you.
The Chartered Insurance Institute has awarded us the prestigious Chartered Financial Planners title. Regardless of whether you require personal or corporate financial advice, or you want to ensure your trust or charity's investment house is providing the best results, we will act to understand your financial services requirements, and then devise and implement an appropriate solution.
In today's increasingly complex world it's easy to be concerned about your finances and what the future might hold. Perhaps you're in a stage of transition, possibly nearing retirement or seeking a career change. Unfortunately, not all transitions are planned - such as divorce and bereavement - but these life-changing events impact financial matters and advice is paramount.
You have the questions, our retirement planners have the knowledge, expertise and technology to provide the answers. Due to the recent changes in pensions regulation it is essential now more than ever that you seek some independent financial advice when approaching retirement.
The options available to you at retirement are endless, from purchasing an annuity with a guaranteed income for life, to having the flexibility to draw what you want when you want it.At gpfm we pride ourselves on getting to know you, your circumstances, your needs and objectives so that we can find the right solution for you.
The options available to you at retirement are endless, from purchasing an annuity with a guaranteed income for life, to having the flexibility to draw what you want when you want it.At gpfm we pride ourselves on getting to know you, your circumstances, your needs and objectives so that we can find the right solution for you.
Reviews (8)
Brian Cook
Dec 10, 2021
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I recently engaged the services of Scott Shadwell at GPFM to assist me and advise on financial matters, planning and pensions. I have found Scott to be a consummate professional, knowledgeable, thorough, very amenable and extremely helpful. I look forward to working with Scott from now on in the future concerning such matters. I would most certainly have no hesitation in recommending his services to others. B M Cook. Hertfordshire.
Alan Spurr
Mar 20, 2021
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Not only has Scott Shadwell given good advice he has also helped and explained every step. As important he is always available and responds in good time. If he needs to forward any request to his colleagues at the office the request is quite seamless and they are just as helpful ( but sadly I have not noted their names for a mention).
Patricia Hill
Feb 21, 2021
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Gpfm were recommended to me and I can honestly say it was one of the best recommendations I have had. Scott Atkinson is my advisor and has helped support and advise me on my financial affairs. It is fair to say I am not a financial guru by any means but Scott is very good at breaking things down for me and helping me understand the best options. I also agree with other reviews that the support team at Gpfm are superb. Thank you for your continued support.
Ian Shelley
Feb 16, 2021
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Positive: Professionalism, Quality, Responsiveness, Value
GPFM are a very professional and friendly team to deal with and we would have no hesitation in recommending them. Their help and advice has enabled us to live the relaxed life we've always wanted. Scott Atkinson looks after our portfolio and we don't just think of him as our Financial Advisor, we think of him as a friend too.
GPFM are a very professional and friendly team to deal with and we would have no hesitation in recommending them. Their help and advice has enabled us to live the relaxed life we've always wanted. Scott Atkinson looks after our portfolio and we don't just think of him as our Financial Advisor, we think of him as a friend too.
John Conlan
Dec 24, 2020
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Tracey Noble
Nov 25, 2020
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Ken Hackney
Sep 17, 2020
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GPFM, Scott Atkinson, have been the Financial Adviser for both myself and my wife for a number of years. We have always found GPFM to be very professional, reliable and responsive.
In addition the team at GPFM Head Office are always helpful and responsive with any queries we might have.
We recommend GPFM
In addition the team at GPFM Head Office are always helpful and responsive with any queries we might have.
We recommend GPFM
Terry Roper
Sep 13, 2020
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