GQ Independent Ltd


GQ Independent Ltd are a firm of Chartered Financial planners that originally set up in Chancery Lane, London and have been advising individuals for over twenty five years. The firm is directly authorised and regulated by the Financial Conduct Authority and the registered number is 806366.

Having first established the aims and objectives of what individuals are trying to achieve financially, our ethos is to provide clear and easy to understand advice that is applicable to their circumstances and this will form part of the on going comprehensive financial planning that we have provided to many clients over the years.

Registered Address: The Granary | Hones Business Park | Waverley Lane | Farnham | Surrey | GU98BB

1. Establish Your Goals
& Objectives

At our initial meeting, we will use this time to establish your goals and objectives. This gives you the opportunity to speak to us about your circumstances and personal goals.

2. Develop a Strategy To Meet Your Needs

Following on from our initial meeting we will arrange to summarise your overall financial situation using the information that you have provided. The summary will confirm your personal goals and initial recommendations and fee for achieving your goals.

3. Make Recommendations &
Implement Recommendations

Once you have given us the go ahead with the initial summary recommendation, we will then formalise the financial strategy. For example, reviewing your pension, creating a retirement plan, protection of family and/or dependents or developing a tax efficient investment strategy including inheritance tax planning. The implementation will mean that we produce the appropriate paperwork and ensure a smooth set up of agreed recommendations.

4. Review Your Goals and Current Situation

Once the strategy is implemented, we will continue to review the financial plan as we understand that your priorities change throughout the different stages of life. GQ Independent Ltd will ensure that it provides you with continued structured reviews and our on going review process is detailed in our initial advice and fee schedule.

Paul Murphy GQ Independent Ltd

Paul D Murphy DIP FA PFS
Director

"I have a strong passion to deliver well thought through advice & service to clients"
GQ's founder, established over 25 years ago Paul is passionate about his personal and hands on approach with clients and very proud of GQ Independent's strong reputation. With years of knowledge and experience Paul believes that good financial planning comes from technical knowledge and creative thinking but most importantly the ability to understand client circumstances. Paul demonstrates a holistic approach to all clients and their circumstances thus offering the best outcome.

Paul is married and has three grown up daughters. In his spare time Paul enjoys walking his dogs and has a keen interest in historic motor sport.

Rita Malhotra GQ Independent Ltd

Rita Malhotra CFP MCSI APFS
Director

"Every day I am looking at ways to develop and improve our offering to clients with a first class service"

Highly qualified Rita holds the Chartered Financial Planner and Certified Financial Planner status. Rita has built a number of strong relationships and strives on the energy and drive and motivation of her work as a Planner.

Rita is married and has two teenage boys and enjoys spending time with family and friends in her free time, walking her dog Elvis and running.

Contact Us

The Granary | Waverley Lane | Farnham | Surrey | GU98BB

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