GM2 Wealth Management Limited

Financial Services - Penarth, Wales, United Kingdom

GM2 Wealth Management Limited Employees
Andrew Lock

Director Of Business Development

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GM2 Wealth Management Limited Details

GM2 is a wealth management firm consisting of three advisers with over 60 years combined experience. Our advisers hold the relevant professional qualifications and have prior experience in banking, chartered surveying and insurance. Administrative support is provided by a team with backgrounds in law and business.In the past, we have made it our policy to avoid advertising relying upon personal and professional introductions and yet despite this deliberately low profile we have acquired a reputation for the successful, professional and confidential nature of our work. Our clients are diverse in age and wealth and we currently advise on over £150 million of assets.We are directly regulated by the Financial Conduct Authority and are not part of a network or tied to any financial institution which, in our view, is key to helping us deliver the best possible advice and service.

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Employees: 10
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Location: Penarth, Wales, United Kingdom
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