Introducing GL Chartered Financial Planners

GL Chartered Financial Planners has been established to provide advice on the differing aspects of financial planning which you, our client, may encounter. Whatever your needs may be, GL Chartered Financial Planner’s team of highly qualified experts can provide advice tailored to your individual circumstances, goals and attitude to risk.

Alongside discrete advice for specific circumstances (which may involve putting in place a single financial product) we focus on creating, implementing and reviewing strategies that go beyond simply selling financial products. Our advice covers:

Financial Planning Services for Senior Executives and Professionals

Business (SME) Owner Services

Employee Benefits Services (including Group Pensions)

Corporate Pensions Service (including advice on SSASs & SIPPs and related property transactions)

NEST and Auto-Enrolment Service

Retirement & Succession Planning Service

Investment Planning Service

Trust Investment & Review Service

Inheritance Tax Service

Discretionary Fund Management Service

School Fees Funding Service

Care Fees Funding Service

Services for Clients in Later Life

Cash Flow Modelling Service

Services for Compensation Recipients

Relationship Breakdown Service (including Divorce and Pensions)

Please select the appropriate link below for further information:

• Business owners
• Clients in later life
• Employee benefits
• Compensation awards
• Relationship breakdowns
• Retirement planning
• Trustees