Let’s talk.About today and tomorrow.
Profile—
GM2 is a Wealth Management firm of professional advisers with over 100 years of combined experience. Our team hold the relevant professional qualifications and have backgrounds in law, banking, chartered surveying and financial services.
01Principles
To operate with honesty, integrity and transparency.
02Philosophy
To put our clients first, and build long term multi-generational relationships based on trust.
03Purpose
To make a positive impact on the lives of our clients and empower them to make better financial decisions now an in the future. Gaining a deeper understanding of our clients goals and objectives to exceed our clients expectations.
Integrity is fundamental to the way that we operate. It underpins how we treat our clients and each other.
Grant Maunder, Managing Director GM2
Proposition—
We offer initial meetings entirely at our cost, taking the time to understand and gather the information required to determine whether, in paying us fees, we will make a meaningful difference to your goals and aspirations. Supported by a transparent fee structure, we will always keep you informed of what we are doing and why.
We are rigorous and holistic in our approach and advise on pensions, investment, protection and inheritance tax planning. We work in association with partner firms who advise on wills, probate, mortgages and equity release.
Whether you are seeking an income from your portfolio or aiming for growth we can construct suitable whole of market investment solutions for both the hands on and passive investor.
We currently manage around £275m of client’s investments predominantly held in risk appropriate diversified model portfolios. We also provide access to bespoke solutions such as ethically and sustainably focused investments.
By selecting leading investment platform technology your funds are both visible and secure. Our role is advisory and your investments are managed by third parties that we have selected based on our research of administrative excellence and financial strength.
We are rigorous and holistic in our approach.
Process—
An introductory meeting to fully explain how our service works, identify your primary objectives and answer any questions.
Here we take the conversation to the next level and expand upon your objectives and define your goals. We will agree a scope of work and provide a fee estimate.
This is where we obtain a full picture of your current financial position and any existing plans you may have. We will then begin work on a solution.
We will present our recommended solutions and demonstrate how and why these have been designed to achieve your goals.
Once you fully understand our recommendations, how they work and choose the right ones for you, we put them into action.
Most clients agree to an ongoing service from us. This allows us to meet regularly and be pro-active to ensure your plans stay on track.
Team—
Grant Maunder
Managing Director
Grant has spent over 30 years working in financial services. As well as leading the way in building the trusted firm GM2 is today he’s been successful in other fields employing his entrepreneurial talents to grow a family owned group of luxury hotels in Switzerland. His ability to identify the key issues and help his clients create and execute a plan is second to none.
Nic Swetman
Director & Chartered Financial Planner
Nic studied economics at Bristol University and is a Chartered Surveyor, Chartered Financial Planner and pension transfer specialist. Nic takes the lead in managing the centralised investment proposition at GM2 in addition to his responsibilities as a Financial Adviser.
Natalie Swetman
Director & Compliance Officer
Natalie studied law at Cardiff Law School and is a qualified solicitor previously practising at a leading law firm in Cardiff. She has been instrumental in shaping the operational functions at GM2 with a sharp focus on delivering a first-class client experience.
Andrew Lock
Director of New Business Development
Andrew’s professional career has been spent working in senior roles for two of the UK’s biggest financial services companies, AXA and Abrdn.
He has been instrumental in helping wealth management firms across the country develop robust business models that have in turn improved efficiency, client experience and business value.
Gareth Atwood
Financial Adviser
Gareth joined the Financial Services industry in 1988 and worked for Sun Life, AXA Sun Life and AXA Winterthur until 2009. He joined GM2 in 2010, is a qualified Financial Adviser with specialist experience in taxation, pension planning and investment management.
James Dixon
Financial Adviser
James joined GM2 in 2017 after graduating from Cardiff University where he studied economics and finance. He has progressed to become a qualified Financial Adviser. He holds a diploma in financial planning and is currently working towards Chartered status.
