G+E Wealth Management
Formed as part of Garbutt & Elliott accountancy practice in 2006, G+E Wealth Management is now a fully independent company with clients ranging from modest valued individuals through to beneficiaries of IPOs, many of whom have particularly complex planning needs. 22 IFAs are supported by a technical team with considerable expertise in areas such as Family Investment Companies and Trusts along with income tax mitigation strategies such as Enterprise Investment Schemes and Venture Capital Trusts.
As many of our clients are owners of small to medium businesses, having the knowledge and expertise to address the business’ planning requirements in tandem with the personal needs of the owners is vital when forming a financial plan.
Whilst the Wealth Management team have built an exceptionally high level and breadth of knowledge, we work closely with a range of other professional specialists when needed, to offer a truly holistic service.
We aim for the return on our clients’ investments to go beyond just the performance of an investment solution, and this is achieved in several key areas:
- Careful tax planning and management – a client’s wealth can be boosted by reducing the amount of tax they pay, particularly when retirement income planning is concerned or extracting capital from businesses.
- Assets under Advice have increased by 1600% over the last 4 years – rapid growth, combined with critical mass, has provided us with considerable buying power and allowed us to negotiate highly competitive deals cutting investment costs by up to 50% from the headline market rate.
- Sustainable and ESG investment strategies are available for all investors with advisers encouraging a conversation about client’s Environmental, Social and Governance preferences within each meeting. This means that the wider social return on a client’s investment counts toward value added beyond money.
We select products and services from the entire spectrum of providers, aiming to ensure we are always able to recommend the most appropriate product, whether that is low-cost passives, more sophisticated active solutions or a combination of both which can be tailored to exact requirements and held through a broad range of platforms & wrappers.
Finally, to ensure we can provide the best possible service, technology underpins everything we do from the research to the overall client experience. Financial planning should be accessible to all and use of the latest technology means that our service is delivered as conveniently as possible to all clients regardless of their circumstances.
