01707 662 228
CALL US NOW!
Financial Advisers in Hertfordshire
Welcome to GMT Financial Solutions Ltd
The great joy of financial freedom is having your heart and mind free from worry about life's uncertainties, and our aim is to pave the way for a more secure financial future for you, your family and for businesses of all sizes.
You are the focus of our business: You, your life, your family, your future.
Our understanding of your current financial situation is the keystone to the formulation of a financial plan which will meet your future needs. Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
So it all starts with listening. We listen to your needs, your hopes your dreams, and we formulate a plan, which enables us to offer you clear, no-jargon advice on the most appropriate financial products for your personal circumstances.
This is the start of our journey together, to prepare the plan to meet your goals, to ensure that you, your family and your assets are protected, and to help you build a brighter, more secure future.
Trust Registration
UK express trusts and some non-UK trusts in existence on or after 6 October 2020 must be registered with the UK Trust Registration Service (TRS) by 1 September 2022.
Read more here.
GMT Financial Solutions Ltd (Established May 2003) provides a high quality professional financial planning service. We offer a clearly defined service, transparent fee structure and an effective service proposition.
Our core values ensure we act with the utmost degree of integrity and professionalism at all times and are open and ethical in everything we do. We operate a transparent charging structure and put our clients’ best interests at the heart of the business.
We believe that professional financial advice can add significant value to individuals and to businesses. It is because of this belief that we are able to offer a comprehensive on-going review service designed to create real value for our clients.
GMT Financial Solutions’ four key principles centre around honesty, integrity, reliability and value.
Our Main Products
Financial Planning
Professional Financial Planning is the process which aims to help you realise your ambitions - whatever they may be.
Retirement Planning
A well prepared pension plan which is regularly reviewed should go some way to providing you with a reasonable level of income in...
Mortgages
Mortgages are loans which are intended to help buyers purchase residential and commercial property.
HOW WE WORK
Here's how we formulate the plan towards your goals
Many people have goals and dreams, but a goal without a plan is just a wish... an achievable goal is a dream with a deadline.
OUR PLAN FOR YOU
1
About you
We meet together to discuss your personal circumstances and your current financial situation.
2
Your Goals & Ambitions
Next we discuss your objectives and your aspirations, as well as any concerns that may arise.
3
Analysis
We'll discuss with you our analysis of your current financial position, and outline our initial thoughts for the plan.
4
How to get there
So now we know where you are and where you want to be.
5
Implementation
It's time to implement the plan. Every course of action we have recommended and agreed with you is now put into motion.
6
Review the Plan & Progress Updates
If required, review dates will be agreed and can take place annually or more regularly if required or requested, ongoing fees will be agreed as to which service level is required.