GM Wealth Management - Wrexham

GM Wealth Management

GM Wealth Management, located at 63 Regent St, Wrexham LL11 1PF, United Kingdom, is a highly regarded financial services company that offers a range of services to help individuals achieve their financial goals. The company specializes in financial consulting, financial planning, and mortgage brokering, providing expert advice to clients looking to secure their financial future.

In addition to their professional services, GM Wealth Management is committed to ensuring a comfortable and accessible experience for all clients. They offer online appointments, on-site services, language assistance, and have wheelchair-accessible facilities, including a parking space and toilet. The company also prides itself on being LGBTQ+ friendly and a safe space for the transgender community.

To schedule an appointment, it is recommended to contact the company in advance. GM Wealth Management can be reached by phone at 1978788876 or through their website: gmwealthmanagement.co.uk.

Specialties

• Financial consultant
• Financial planner
• Mortgage broker

Other Points of Interest

• Online appointments
• On-site services
• Language assistance
• Wheelchair-accessible car park
• Wheelchair-accessible toilet
• Gender-neutral toilets
• Toilet
• LGBTQ+ friendly
• Transgender safe space
• Appointment required
• Appointments recommended

Opinions

GM Wealth Management has received overwhelmingly positive reviews, with a 5/5 average rating based on 31 reviews on Google My Business. Many clients have praised the company's clear, concise, and easy-to-understand financial information, as well as the patient, friendly, and professional manner in which they provide their services. Clients have also noted the company's exceptional communication and the clear advice they provide, which enables them to make well-informed decisions about their financial future.

👍 Reviews of GM Wealth Management

Jo G.

5/5

I can't recommend GM Wealth Management highly enough. Gareth provides financial information in a clear, concise and easy to understand way. His patient, friendly and professional manner provides reassurance and inspires confidence.

Lucy S.

5/5

We would not hesitate to recommend GM Wealth Management for financial advice. Gareth has been incredibly professional throughout our communications. His advice has been very clear allowing us to carefully consider any investments and feel well-informed when making any decisions.

Rachel N.

5/5

I got in touch with GM Wealth Management when I was at a point in my life where I needed advice about a range of financial concerns, including my pension planning and a mortgage application. I was basically looking for good, reliable advice from someone who who would be able to work around my particular needs. Gareth is my advisor, and he's been fantastic. Gareth is professional and attentive to clients. He is also friendly and patient person. I really appreciate his willingness to meet me where I am and help me work out my best options for the near and longer term. In my opinion, the cost associated with the services I've received is very reasonable, especially given the amount of support I've received. I highly recommend GM Wealth Management.

Catherine S.

5/5

Gareth from GM Wealth has been a pleasure to work with. He is clear when discussing various options, concise and straight to the point. He explains things well (particularly to non financial experts!) and is patient. There is never any pressure, just clear information presented with clarity to allow an informed choice. Highly recommend.

Ian P.

5/5

GM Wealth Management acted as mortgage broker for our current mortgage. The team were professional and gave clear advice on the type and options of mortgages available. Once selected the completion process was smooth and we were kept up to date throughout the process. We would definitely recommend their service.

Richard R.

5/5

GM Wealth Management and Gareth our financial advisor , have recently helped guide both myself and my wife with our pension and investment plans for the future . In what could have been a very daunting experience . Gareth brought lots of experiences , knowledge and confidence to help guide us towards a future plan
. Strongly built upon Gareth really listening to our needs , comfort levels for risk and getting to know us personally during meetings helped make the process an easy one to make . I would highly recommend GM Wealth Management to others for financial planning advice

martin W.

5/5

Having had some long-term investments mature, I took the opportunity to get in touch with GM Wealth Management and discuss my options. I have since invested through them and would happily recommend them to anyone considering the services of a financial advisor. I found them very professional and approachable.

Debbie W.

5/5

I was in need of help with my finances, and am so glad I found GM Wealth Management. Gareth has been so helpful and informative, and his down to earth, friendly , professional manner is so reassuring .