Here to help you
Our aim is to help individuals and businesses to achieve their financial goals. Our approach is straightforward. You tell us about your current situation and about your financial objectives and when you want to achieve them. We develop a practical plan designed to help you meet those objectives. We’ll discuss the plan with you and agree the course of action you want to take. Whilst the final decisions are of course yours, we’re here to help and guide you with jargon-free advice both now and in the future.
Our Services
Auto Enrolment
Auto enrolment helps people save for later life through a workplace pension.
Pensions
Designed to enable you to save enough money so you can live comfortably in retirement.
Savings & Investments
From childhood, most of us are told to put away money to save for the future.
Protection
The benefits of insuring ourselves against undesirable events cannot be overlooked.
Inheritance Tax
Inheritance Tax is payable if a person’s estate, including their property, money and possessions is worth more than the IHT threshold when they die.
Wills and Estate Planning
If you die without a Will, then the government will decide who will inherit your estate.
The GP3 Review Service
The GP3 Review Service offers ongoing advice in a changing economic climate.
Contact Us
Please contact us to find out how we can help you achieve your financial objectives.
What our clients say
“With regular meetings over the years, I have been kept abreast of the performance of my pensions, and where they are invested. This is just part of GP3’s overall service. It is always a pleasure to visit their office. I would never consider going anywhere else for financial advice.”
K Khosla – Retired Company Director
“GP3 explained and laid out the information in such a way that it was really easy for us to understand. We have talked to a lot of people about pensions and haven’t learned as much from them as we did from GP3 in an hour. Would recommend them to anyone.”
J & J Shipley – Store Manager
“Investing your hard-earned savings for the future can be quite bewildering, especially in the current economic climate. However, the friendly advice given by GP3 was honest, professional and above all, independent, giving unbiased information to a much wider range of investment options and products.”
I Wood – Engineer
Want to know more?
To find out more or to arrange a meeting with us, please call
0116 271 8100 or email info@gp3fs.com