GWM Financial Planning achieves corporate Chartered status



With less than 700 Chartered companies in the UK, GWM Financial Planning joins an exclusive list of firms that has demonstrated competency through professional qualifications, continuing professional development and ethical conduct.

To provide the very best service as a financial planner, advisers must possess the highest levels of technical and professional knowledge possible. As a group of companies we have always placed great emphasis on this so naturally we are delighted for our efforts to be recognised by the Chartered Insurance Institute (CII) and to have been awarded the prestigious ‘Chartered Financial Planners’ title.

Part of the Guardian Wealth Management Group, GWM Financial Planning offers a wealth management service with a truly global approach to international workers moving both to, and from the United Kingdom. The majority of internationally based advisers are geared up to provide offshore and localised solutions in the jurisdiction they are based, and can completely overlook the fact that a high proportion of British expats will return home later in their life-cycle.

With an unrivalled knowledge of both offshore and ‘home’ investment solutions, GWM Financial Planning create tailored solutions designed to fit the personal requirements of the modern day international investor.

Chartered Financial Planner Rebecca Ellis says:

“Chartered status is only awarded to firms who are able to satisfy a comprehensive list of criteria, as such this recognition allows us to demonstrate our commitment to the highest levels of service to our clients.”
Rebecca Ellis Guardian Wealth Management

Having left university with a first-class honours degree in Financial Services, Planning and Management, Rebecca has achieved Chartered Financial Planning status and is a fellow of the Personal Finance Society.

GWM Group CEO David Howell said:

“Throughout the GWM Group we have always prided ourselves on being thoroughly professional in everything we do, and for GWM Financial Planning to receive external recognition in this way is very gratifying.

Looking toward the future, Howell added:

“There are close to 500 international globally based planning firms, and over 97% of these have no ability to offer regulated ongoing advice or service to British expats when they choose to return home. As the British economy continues to strengthen, demand from these individuals is predicted to increase and GWM Financial Planning is perfectly placed to meet this demand.”

To find out more about how GWM Financial Planning can help you achieve your investment goals contact Rebecca by email, or telephone; +44 (0) 1302 703 128

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