GWM Values



Retaining independence through private ownership, means GWM works purely in the interests of clients and such independence is the foundation on which GWM has been built. Being able to choose from the open market enables GWM to tailor solutions around the client and fund selection via an independent investment committee which underpins the true independence of advice.

Ethical Integrity

GWM has adopted the principles of UK based financial planning, adhering to 'Treating Customers Fairly (TCF)' policies, UK Data Protection principles and comprehensive and transparent reporting to clients, partners and regulators. GWM are regulated in all jurisdictions from which they operate and enforces their own internal regulation and compliance functions to exceed and surpass client and regulator expectations.

Professional Development

GWM rewards those who continually strive to place their clients' interests before their own and take personal responsibility in providing superior advice based on both internal and external qualifications. All planners are required to adopt minimum training standards and are regularly assessed and monitored to ensure complete compliance.

© 2019 GWM