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Based in Livingston
View locationNot fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Not fully verified by VouchedFor
As part of The VouchedFor Standard, we run more checks than any UK adviser site. As this adviser is not a full VouchedFor member, we have not been able to conduct all of our checks on them and they are not fully verified. Do not rely on the information on this profile without further investigation.
Based in Central Scotland (Livingston), we also have offices in Edinburgh and Aberdeen, GMB Portfolio Services is an independently owned, investment advisory and financial planning practice. We specialise in the provision of comprehensive, Adviser / Director led wealth management services to a select number of private clients and their families. We typically work with successful individuals, families and business owners, who are approaching retirement or are already retired. They are serious about bringing structure to their financial affairs and would like to know that they, and their family, will be looked after by a trusted adviser. We specialise in advising clients within Occupational Defined Benefit Pension schemes on all aspects of their pension and retirement planning. Our approach extends beyond traditional financial advice. We help you make critical decisions about your future; establishing what is most important to you and then creating a plan that enables you to feel relaxed and secure about your financial future and where possible minimising all aspects of tax planning.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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