G&C Financial Services Ltd
Our Fair Value Statement
Introduction
This document is aimed at providing you with a brief overview of our firm and to introduce our services. G&C Financial Services Ltd. offers independent financial advice and has over 20 years of experience in advising our clients on their finances. We are part of the “Best Practice” network who provide an institutional regulatory supervision and compliance framework service which provides us with a high level of regulatory assurance. We can offer advice on a wide range of products including pensions and investments, life assurance, mortgages and inheritance tax planning, and are not restricted to any particular product or provider, ensuring that we find the right solution for your circumstances. We are based in Fareham, Hampshire where our director Tim Geoghegan, who is a Chartered Financial Planner, heads up our team. Working with a professional financial planner provides expertise and peace of mind. We work with our clients over a number of years to really understand their ongoing situation and learn what they want to achieve and what matters most. Our investment proposition is researched to provide the most suitable investment solutions to cater for your needs, ultimately to give our clients the confidence their money is being managed by qualified trained professionals. We are believers in the value that can be added by competent financial ad vice, through in depth research and analysis, to offer the reassurance our clients need on an ongoing basis.
The Value of our Service
The requirement to become a Chartered Financial Planner with the Chartered Insurance Institute, is the culmination of years of learning and professional practice which Tim has achieved, representing the gold standard of financial planning. All of our advisers undergo continuous professional learning throughout the year to ensure advice remains timely and relevant for the world we live in. For us and our clients, our ongoing review service is an integral part of the financial planning journey. It gives us an opportunity to sit down with you and your family, to reflect on the past year and to look forward and consider what might be on the horizon for you in the coming years. To evaluate how your investments are tracking against your goals and to review our plans in the context of any changing circumstances in your life, new goals, or changes in your objectives. We consider the outlook for markets and the economic landscape and changing tax regulations which might impact on your current plans, as well as opportunities for tax reliefs and allowances, for tax mitigation planning in terms of tax efficient products and income strategies.;
Summary
Our clients rely on us for so much more than the financial plans we cultivate and manage for them. We aim to build trust that creates peace of mind, whether our clients are saving for retirement, protecting their families’ future or drawing from their investments to support their lifestyle. We are committed to generating the best possible outcomes in every situation, over a short or long period of time, and have the experience of highly trained professional advisers to help you through any financial difficulty.
Important information: Best Practice IFA Group Limited is authorised and regulated by the Financial Conduct Authority, registration number 223112. Registered in England and Wales No 04490633. Evolution Wealth Network Limited is authorised and regulated by the Financial Conduct Authority, registration number 591218. Registered in England and Wales No 08229133. Registered office: Broadlands Business Campus, Langhurst Wood Road, Horsham, West Sussex, England, RH12 4QP
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