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Financial Clarity

At GT Wealth we pride ourselves on providing clear advice to help you achieve your financial goals.

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Passionate about people and
finances, GT Wealth is committed to
supporting you with financial plans
tailored to your needs and aims.

Investment Management

Whatever your financial goals, GT Wealth offers expert advice and delivers bespoke investment strategies tailored to your unique aims.

Inheritance Tax Planning

GT Wealth gives clear direction on protecting your legacy, by ensuring your assets are distributed tax efficiently amongst your chosen beneficiaries.

Trust Planning

Whether it’s to safeguard your assets or minimise the impact of taxation, GT Wealth designs tailored approaches which organise your assets to maximum effect.
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Our Fees

We are always upfront and transparent about our fees.

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The Woodland
Project

Fuelled by the desire to give back to the planet and as a carbon offset for its usage, GT Wealth has been restoring acres of poor quality commercial woodland back into high quality traditional woods at starchfield covert on the Herefordshire estate.

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Tim's Thoughts

20 May 2020

Investment Thoughts

The last two months have been a sanguine reminder of the difference between risk and loss. At the moment, we are all experiencing risk in our portfolios with values fluctuating. Unless we sell out, this is not yet a loss and with a very diverse portfolio of the type we build at GT those businesses within your portfolio that will inevitably fail will represent a very small percentage of the total, whilst in due course the majority will recover. The key for all of us, therefore, will be to be careful about what we withdraw at this time by way…

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Tim's Thoughts

20 May 2020

GT Website Launch

Firstly, I would like to start by welcoming you to the new GT wealth website part of our 2020 initiative to offer an online way of dealing with us for those who would like to work more in this way and to improve our regular communication with you. I would, however, start by saying that we have every intention of maintaining our personal relationship approach alongside this. It is something that came up very strongly in response to the recent survey we asked you to complete. On that subject, I am humbled by your incredibly positive comments about the way…

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Get In Touch

Contact us to gain complete clarity surrounding your finances.

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What Our Clients Say

  • PB – Chartered Accountant

    I use GT because  “You get a personal relationship with integrity and long-standing solid and consistent guidance”

    29 April 2020

  • J E Hardyman – Pastor

    A well balanced and managed portfolio a highly personal service "the personal touch is very special"

    29 April 2020

  • RHM – Pension Trustee

    Wise investing decisions that I could not have made alone with an increase in wealth in retirement when I was only expecting it to be maintained

    29 April 2020

  • Mr and Mrs C – Clients For Over 20 Years

    Not only are GT very professional and competent regarding my financial affairs. They are friendly and easy to talk to with so many staff who have stayed with the firm over the years.

    29 April 2020

  • Mr and Mrs & JH & J W – Retired Senior Corporate Executive

    Based on our good experience we have recommended several new people over the years

    29 April 2020

  • J T Riley

    I have always received sound sensible advice with all my questions answered,  backed up with good knowledge

    29 April 2020

  • Phil and Sue Day

    Over many years we have received good balanced advice which fits in with our life plan we have been listened to and reaped the benefits from your knowledge and experience

    29 April 2020