Financial Planning & Wealth Management

Empowering You Through Effective Financial Planning

GMK Wealth are a team of financial planners who work to understand your personal ambitions, empowering you to achieve your goals through effective financial planning.

We are able to do this because we are truly independent and are not tied to any product provider or organisation so we can develop your financial plan whilst always have your best interests at heart.

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Our Services

How we can help you

Pensions

We work with you to establish your personal goals, so that we can help to design a personalised, tax efficient way of contributing to your pension for retirement.

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Investments

Through our conversations we establish your attitude to risk and capacity for loss in order to make personalised recommendations when it comes to investments.

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Protection

We look at a range of insurance products to ensure you have peace of mind that your family are protected should that ‘What If?’ scenario ever arises.

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Business Owners

Do your personal goals align with your Business Plan? For business owners we offer additional support so that your ‘Personal Financial Plan’ has synergy with your business.

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Our Core Values

Helping clients to understand the how, what and why of financial planning

With our support clients can look forward to:

Creating or maintaining a lifestyle

Building wealth to pass to future generations

Planning for the next chapter of their lives

Protecting their family’s financial future

What our clients say

★★★★★
I think you go the extra mile to understand the individual needs of clients – very much appreciated.
H Bartlett
★★★★★
I think you go the extra mile to understand the individual needs of clients – very much appreciated.
H Bartlett
★★★★★
The speed at which we obtained the DIP, and then follow it up with a mortgage offer was first class.
K Davenport
★★★★★
The speed at which we obtained the DIP, and then follow it up with a mortgage offer was first class.
K Davenport
★★★★★
The team arranged my property offer and submitted this for me which was accepted and I didn't have to do anything.
S Ahmed
★★★★★
The team arranged my property offer and submitted this for me which was accepted and I didn't have to do anything.
S Ahmed
★★★★★
Superb service offering great impartial advice, which I have already recommended to family and friends. Keep up the great work!
M Rafi
★★★★★
Superb service offering great impartial advice, which I have already recommended to family and friends. Keep up the great work!
M Rafi
★★★★★
Jo has been very supportive and helpful with a transaction that has not been straightforward and at times has been somewhat emotional. ...
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E Ryley
★★★★★
Jo has been very supportive and helpful with a transaction that has not been straightforward and at times has been somewhat emotional. Her caring approach and sensitive handling of my case has been so appreciated.
E Ryley
★★★★★
The team at smart moves helped us obtain a mortgage when we was in difficulty that 3 other mortgage advisors couldn’t...
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M Nash
★★★★★
The team at smart moves helped us obtain a mortgage when we was in difficulty that 3 other mortgage advisors couldn’t do. The hard work they put in to every part of the process is amazing and we couldn’t thank them enough. The kept us updated as to each stage and made getting a mortgage stress free! We will always use Smart moves when it comes to financial issues and would recommend to all friends!
M Nash
★★★★★
I have always been extremely impressed with the team over a number of years and have had no hesitation whatsoever in recommending ...
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Y Quinn
★★★★★
I have always been extremely impressed with the team over a number of years and have had no hesitation whatsoever in recommending to friends and family members.
Y Quinn
★★★★★
You did a great job for us and family members we recommended to you.
L Brindley
★★★★★
You did a great job for us and family members we recommended to you.
L Brindley
★★★★★
Very prompt response initially to give us an indication of what we could borrow, very easy to deal with & kept us ...
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L Cooper-Jones
★★★★★
Very prompt response initially to give us an indication of what we could borrow, very easy to deal with & kept us informed along the way.
L Cooper-Jones
★★★★★
When we moved we received a lovely card and gift. Made the whole process that bit more personable. Looking forward to working ...
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L Davidson
★★★★★
When we moved we received a lovely card and gift. Made the whole process that bit more personable. Looking forward to working with you again next year when we are due to remortgage.
L Davidson

Latest News

Mar 02 2022

How much money do I need for retirement?

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Mar 02 2022

Do I Really Need Critical Illness Cover?

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Mar 02 2022

Should I invest in a cash ISA or stocks and shares ISA?

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Feb 17 2022

How to prepare finances to cope with price rises

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Feb 17 2022

Did You Know You Can Come To Us For Advice On Insuring Your Home & Contents?

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