GM Wealth Management

GM Wealth Management is a family-run firm that provides financial advice, being part of the Quilter Financial Planning network. They offer financial advice for individuals and families across the North-West of England and North Wales.
  • Equity release
  • Mortgage advice
  • Pension planning
  • Investment advice
  • Protection services
  • Long-term care planning
  • Inheritance tax planning
  • Business wealth management

Size
Small
Phone
01978 788 876
Email
Available in Endole App
Locations
63 Regent St, LL11 1PF
01978788876
9:00 - 17:00
Digital Popularity
Social Media
Competitors
Hadlow Edwards
Hadlow Edwards is a financial advisory firm that provides high-quality advice on various aspects of wealth management.
Harken Financial
Harken Financial is an independent financial advisory firm that provides bespoke advice tailored to individual needs.
Barclays Wealth Management
Barclays Wealth Management offers a personal and proactive approach to managing your wealth, creating unique solutions tailored to your ambitions.
Company Details
GM Wealth Management is operated by GM Wealth Management Ltd and is a Active company incorporated on 19 July 2019 with the registered office located in Wrexham, Clwyd. GM Wealth Management Ltd was registered 6 years ago.

Status
Active
Size
Micro
Directors
2
Age
6 years old
Employees
4
Turnover
Unreported
Total Assets
£185.48K
Cash in Bank
£17.49K
Total Liabilities
-£157.73K

Director • British • Lives in Wales • Born in Jun 1982
Director • Financial Advisor • British • Lives in Wales • Born in Aug 1965
Mr Gary McMorran
PSC • British • Lives in Wales • Born in Aug 1965
Teams
All
4
Management
2
Finance
2
Support
1
Managing Director • Joined Jul 2019
Office Administrator • Joined Oct 2020
Paraplanner • Joined Aug 2024
Financial And Mortgage Adviser • Joined Jan 2020
Managing Director • Joined Jul 2019
Paraplanner • Joined Aug 2024
Office Administrator • Joined Oct 2020
Paraplanner • Joined Aug 2024
Financial And Mortgage Adviser • Joined Jan 2020