GS Financial Planning
We see ourselves as your partner for all investments, protection and planning needs. We will develop together a tailor-made, integrated plan that is based on your requirements. We focus on the longer term, rather than the short term success of your investments. The following points indicate some of the areas in which we can assist you.
Pensions & Retirement
It is important to consider your pension needs at an early stage and become acquainted with the options currently available to you. Our consultant will provide recommendations for the most suitable solution for your financial security.
Protection
Our aim is to make sure your family and wealth are protected. Protection of income or business ownership is complex and this requires bespoke advice.
Wealth Management
We will plan an individual investment strategy in order to meet your aims and objectives. A fundamental part of this plan will be to review your personal situation on a regular basis, to maintain and achieve your goals.
Contact Us
Gerald Swarbrick
Tel: 07976 557972
E-mail gerald@gsfinplan.com
GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock investments PLC
FCA number: 449607
Office Hours
9am to 5pm
Monday to Friday
Visit Us
GS Financial Planning
3 Helmsley Green
Leyland
Lancashire
PR25 3PN
GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock Investments PLC FCA number: 449607
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Free Initial Review
Life has so many surprises it's best to be prepared and have a partner you can count on. Arrange an initial meeting.
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