Having assisted UK clients in all aspects of financial planning for a number of years, GWM Financial Planning also specialises in repatriation and assisting clients with historic multiple-jurisdiction financial plans in place. The majority of internationally based advisers are geared up to provide offshore and localised solutions in the jurisdiction they are based, and can completely overlook the fact that a high proportion of British expats will return home later in their life-cycle. GWM Financial Planning Ltd provides a full Wealth Planning service to returning expats with a comprehensive review of all current overseas and internationally based policies as well as assessing the implications repatriation may have on their existing products.
View Top Employees from GWM Financial PlanningWebsite | http://www.gwm-fp.co.uk |
Revenue | $4 million |
Employees | 5 (4 on RocketReach) |
Founded | 1996 |
Phone | +44 1302 703128 |
Technologies |
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Industry | Financial Services, Finance General, Finance |
SIC | SIC Code 62 Companies, SIC Code 628 Companies |
NAICS | NAICS Code 52 Companies, NAICS Code 5239 Companies, NAICS Code 523 Companies, NAICS Code 52399 Companies |
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The GWM Financial Planning annual revenue was $4 million in 2024.
4 people are employed at GWM Financial Planning.
The NAICS codes for GWM Financial Planning are [52, 5239, 523, 52399].
The SIC codes for GWM Financial Planning are [62, 628].