GWM
Financial Services - Shanghai, , CN
GWM Details
Global Wealth Management Group has three key objectives:To provide unparalleled service combined with the highest ethical standards and total professionalismUnparalleled ServiceWe offer a quarterly "face to face" review to ensure that targets and projections are being met. However, should less frequent meetings be preferred we will tailor our service accordingly.High Ethical StandardsAs an independent company, we search the markets to find the products to fit each client's needs. This means that we can genuinely offer "best advice". If we were owned by a bank or insurance company, we would, of course, only be able to offer their products in which case the advice would only be "suitable".In certain circumstances we receive institutional discounts. These discounts are always passed back to the client.Total ProfessionalismWe have installed a strict program of staff training, which includes compliance and ongoing professional development. We work closely with many Financial Institutions and Trade Associations to ensure that each and every one of our Financial Planners, Mortgage Advisors and Insurance Specialists is fully conversant with the most up-to-date information in their own area of expertise.Here at Global Wealth Management Group, we have the experience and expertise to ensure that everyone can find an affordable solution, whatever their circumstances. As independent financial advisors, we have access to a vast range of both domestic and offshore financial products. So, whether you want to secure your financial future, protect your family or business interests, preserve your assets or finance your home purchase, your team here at Global Wealth Management can provide a tailored solution.
