GWM About Us

About Us

One of the world’s leading providers

GWM has been providing lifestyle financial planning to clients around the globe for almost 20 years and was born from Keystone Independent Ltd, our original UK entity. Staying true to our UK roots is important to us, however please note that we trade as GWM Financial Planning Ltd so as not to cause confusion with any other financial companies of similar name. GWM's UK operations primarily help expats repatriate their savings in the most tax efficient way possible, if and when they decide to return home.

From modest beginnings GWM has grown to become one of the world’s leading providers of international lifestyle financial planning, which in itself remains a specialism in international finance, and now looks after over 10,000 international clients, managing over $1Billion of client savings.

Client Focused

The focus of our business is you; the services we offer, the way we work down to the smallest detail are aimed at helping you manage your wealth to enjoy life and provide the future you and your loved ones dream of.

All advice is fully regulated with clear, transparent charging structures, full commission disclosure and a variety of Service Level Agreements to suit your budget.

And of course, all of that is backed up by complete regulation everywhere we operate, from Geneva to the Middle East to the USA, giving you a total GWM experience wherever you choose to move to.

Advice based around trust and exceptional advice

As in the UK, all planners are required to engage in Continuous Professional Development and must demonstrate a current knowledge of legislation in their country of operation.

Award Winning Advice & Technology

GWM is proud to have been selected as only one of three finalists for the World Finance Investment Awards 2015.

GWM's investment platform and investor portal won the 2014 Lonsec Award so you can be confident you're getting the best advice supported by iindustry leading technology.

© 2019 GWM