Business Details

Business description
GM Wealth Management is a family-run firm that benefits from being part of the Quilter Financial Planning network, which ranked first place in the Financial Times Top 100 Financial Advisers in both 2019 and 2020. As a result, we offer nationally-recognised financial advice at a local level, personalised for you and your family. With financial advisers based in Wrexham and Chester, we are able to service clients across the North-West of England and North Wales.

At GM Wealth Management, we believe that getting professional financial advice is one of the best ways for individuals to look after themselves, their families, and their futures, and we pride ourselves on the quality of advice and service that we offer. Our role as financial advisers in Wrexham is to help you meet your financial goals, ensuring that the advice we give you is tailored specifically to 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.

Whether you're seeking mortgage advice to purchase a home, want help with your retirement planning, pension and retirement advice, or just someone to attentively listen to your individual needs, our advice areas and expert knowledge of the market allow us to work with you to meet your objectives. It's important that financial advisers understand that no two clients are ever the same, and so we ensure that every business and person we work with is treated as an individual.

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.
Company registration
12113944
Business Turnover
250k-500k
Number of Employees
1-5

Branch Location - Wrexham

Contact Name
Gary McMorran
Contact Position
Director
Branch Address

63 Regent Street
Wrexham
LL11 1PF
United Kingdom

Telephone
01978788876
How many people does your branch employ?
1-5
What was the turnover of this branch in the last financial year?
£250k-£500k
What types of operations does your business have in Wales?
Services
Do you export?
No
Which, if any, of the following terms would you use to describe your organisation? (Please tick all that apply)
None of the above

Finance and Professional Services

Sector Type
Finance and Professional Services
Subsector / Division
Finance and accounting