About GMB Portfolio Services Ltd

A young professional likeminded team of highly qualified, driven individuals that promote client relationships and high quality independent financial advice.
We have created a dynamic company based around our clients’ needs. We have achieved this by having a strong ethos towards the importance of informed independent financial advice and on-going service. We update you regularly which helps to keep you in the picture and puts you in control of your financial affairs.
Pensions & retirement:

  • Pensions & retirement planning

  • Financial planning:
  • Wealth management

  • Investments:
  • Investing for income

  • Insurance & protection:
  • Life insurance
  • Critical illness
  • Income protection insurance

  • Tax & trust planning:
  • Income tax
  • Estate planning
  • Capital gains tax
  • Taxation planning

  • Savings:
  • Lump sum
  • Regular savings
  • Savings for children
  • National savings

  • Business:
  • Corporate pension
  • Group pensions
  • Group life insurance
  • Group income protection
  • Group risk
  • Group critical illness
  • Group protection

  • Mortgages:
  • Mortgage protection
  • Buy my next home
  • First time buyers
  • Buy to let
  • Remortgage
  • Right to buy
  • High loan to value
  • Self employed
  • Self build
  • Flexible

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