We see ourselves as your partner for all your financial planning issues. We develop a tailor-made, integrated plan that is based on your requirements. We focus on your long-term plans, and we will always work with your best interests as paramount.
Click on any blue link for further information on a particular area you are interested in discussing.
We offer a full financial planning service and we would recommend that everyone has a review at least annually.
You may not feel there is anything specific you need but a full review will ensure your current arrangements are on track or highlight the areas that are not.
We are currently accepting new clients and we will carry out a free, no obligation review for all new clients.
We can develop a plan around your goals and risk attitude, allowing you to benefit from our expertise in managing investments.
With the uncertain times that we are currently experiencing, many people want capital guarantees, we have access to an exclusive range of products that offer the security of a guarantee. More information.
Financial Security In Retirement
It is important to consider your pension needs at an early stage and become acquainted with the versatile options currently available. Our consultants will prepare the optimum solution for your Pension needs.
If you are approaching retirement it is imperative you seek advice because often choices you make now cannot be undone
If you already have a pension, as you near to retirement, say 10 to 15 years you can build in some security and guarantees into your plans.
Are you planning to buy a house or re-mortgage, perhaps you are looking at a buy to let property. We can help you find the right loan with tailor-made mortgages.
Everybody has something to protect and this is usually the well being of the family in the event of a death or long term illness. We have the right solution to your needs with a range of protection products
Inheritance Tax and Wills
We offer expert advise on ways to mitigate a potential liability to inheritance Tax so your loved ones and not the tax man get your hard earned savings when you are no longer here.
We also provide a will preparation service to ensure the right people benefit on your death.
Gardner Massey Wright IFA Ltd takes the privacy and security of your personal information very seriously. In this notice, "we", "us" or "our" means the True Potential entity that processes your personal information and interacts with you. These entities are listed below.
We are committed to protecting and respecting your privacy.
Under the General Data Protection Regulation (Regulation (EU) 2016/679) (the “GDPR”), we are required to give you certain information about the way your personal information is used.
For additional information, please see the document below.
Gardner Massey Wright IFA Ltd
35 Market Street,
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Monday to Friday 9:00am to 5:00pm
Evenings and weekends by appointment