Chartered Financial Planners

At GQI Ltd, each financial advisor in Farnham has the expertise to formalise an effective financial strategy and plan based on your goals and financial situation.  We at GQ Independent Ltd specialise in high net worth wealth management and the creation and protection of wealth for individual and corporate clients. We help our clients on their journey to financial independence by developing tax-efficient financial plans based on their values, aspirations, and goals. Translating complex jargon-filled financial issues into plain speaking, we are always proactive and bring innovation and creative thinking to any planning or investment management situation.

Financial Advisor Farnham

Financial Planning Process

  1. Establish Your Goals & Objectives

At our initial meeting, we will establish your goals and objectives, and we will discuss about your circumstances and personal goals.

  1. 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.

  1. 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.

  1. 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 ongoing review process is detailed in our initial advice and fee schedule.

Why Choose Our Expert Financial Advisor In Farnham?

At GQI, our expert financial consultants, have a strong passion to deliver well thought through advice and service to all our clients. We have many years of experience, in-depth knowledge in the industry, and a unique approach to all customers. 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 ongoing comprehensive financial planning that we have provided to many clients over the years.

Our office location

GQ Independent Ltd

1 The Granary, Waverley Lane,
Farnham, Surrey GU9 8BB

01252 758 178
ritam@gqiltd.co.uk

2 mint walk from Farnham railway station

 

Financial Advisor In Farnham office
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