These days we seem to be surrounded by firms offering to help us with our financial affairs and, of course, our future prosperity is too important to leave to chance. But how do you choose a reliable adviser?
Many of us aren’t even sure where the boundaries lie between the law and financial services. Just think of the complexity of Inheritance Tax Planning, or making a Will, when you’ll probably need the advice of both a lawyer and a financial specialist. That’s why I was delighted to interview Nick Gorton, Chartered Financial Planner, and Adrian Bell, Solicitor, partners in the recently formed GSFW Wealth Management Ltd. The company, which is a joint venture with offices in Brighton, Hassocks and Henfield, is six months old now and was set up to offer exactly the kind of honest, plain English advice that we need in the complex environment of today’s financial services.
The practice is a happy combination of skilled professionals drawn from Griffith Smith Farrington Webb LLP, the well-known and long-established local firm of solicitors, and North Laine Financial Management Ltd, the Brighton based Chartered Financial Planners. Both companies have established reputations not only for the quality of their advice, but their commitment to personal service. I asked Nick just how important client relationships were and he was unequivocal in his response: “We are a service-oriented organisation because trust is absolutely central to everything we do. You only gain someone’s trust by demonstrating that you understand their needs and their long-term goals and that, of course, means being prepared to spend time listening – which is what we do.”
GSFW Wealth Management Ltd. operate on a fee basis, rather than taking a commission for their work, and Adrian was happy to explain why clients can benefit from this arrangement. “It means that we are completely impartial when it comes to recommending investments, or pension programmes for example, because the level of commission available is simply not an issue. With a fixed and agreed fee, our clients always know exactly where they stand.” He smiled, before adding “like our clients, we prize clarity.”
As independent advisers, GSFW Wealth Management Ltd are free to recommend financial products and plans from the entire marketplace, allowing them the freedom to concentrate exclusively on what is in the best interests of their clients. “My aim is always to make a positive impact on the client’s financial future,” said Nick, “and to keep charges and taxes as low as possible. To be tax and cost efficient whilst delivering satisfactory returns.”
Sounds good to me and I’d guess that the mix of financial and legal skills under one roof will be a winning combination for GSFW Wealth Management Ltd.
GSFW Wealth Management Ltd
West Wing, 47 Old Steine, Brighton BN1 1NW
Tel. 01273 765959 | www.gsfwwealth.co.uk
Griffith Smith Farrington Webb LLP Solicitors
32 Keymer Road, Hassocks,
West Sussex BN6 8AL | Tel. 01273 843405
Croft House, High Street, Henfield,
West Sussex BN5 9DJ | Tel.01273 492045
GSFW Wealth Management Ltd is an appointed representative of North Laine Financial Management Ltd which is authorised and regulated by the Financial Services Authority and Griffith Smith Farrington Webb LLP is regulated by the Solicitors Regulation Authority.
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