11
Dec 2024
How GB & Partners is helping people in Harrogate and beyond to manage their money
Sponsored content.
FCA authorised GB & Partners Limited offers a holistic approach to financial planning, which means it uses an individual’s personal circumstances, desires and goals to shape the solutions and service; it isn’t a one size fits all approach.
The team has more than 100 years industry experience between them. Its appointed representatives CSM Financial and GB Financial Limited, with specialist knowledge on pensions and investments, taxation and estate planning, mortgages and protection, have access to an elite panel of ‘not available on the high street’ providers and products.
Based at its offices on North Park Road in Harrogate, the team is proud to service clients both locally and nationally, with in-house and virtual appointments and communication as frequent as required depending on their needs.
The team has six members who all work closely with clients, all knowing and understanding each individual's needs and situation. This knowledge is what GB & Partners Limited believes makes them so unique.
Nicholas Ward, one of the Directors says:
Financial planning is a relationship-based business, so there has to be a huge amount of trust there.
We are very individual and bespoke, we go on a journey with clients, and it’s about working together on that journey to achieve their desired outcomes.
As the population is getting older, more people are turning to us for help and advice, looking for estate and generational planning, and our proposition and expertise can cater for this, as well as people who are just starting out.
There is no limit on how much wealth a client has for us to be able to work with them. In light of the budget and significant changes, particularly around the pension market, the need for professional advice to navigate the incoming inheritance tax implications, is now at the forefront.
And through its lead adviser in GB & Partners Limited, Richard Cook, the company supports local causes. It has recently sponsored Toby Cook, a young man who took part in a 100-mile race through the Yorkshire Dales, raising money for Cancer Research.
Toby is following in the footsteps of his father’s previous charitable endeavours, which included summiting Mont Blanc, and reaching Everest Base Camp.
Find out more
This story is sponsored by GB & Partners Ltd which is authorised by the FCA.
Call the team on 01423 900905 or pop into its office located at 14 North Park Road, Harrogate, HG1 5PG.
0