Welcome

We are SPECIALIST CORPORATE FINANCIAL PLANNERS.  This is also the home of the CORPORATE FINANCIAL SOLUTIONS PROGRAMME TM THE PROVEN most effective business strategy tool in the UK today. 

For more information on saving literally thousands of pounds for your company GO TO PRIVATE WEALTH MANAGEMENT

v CLIENT SAVINGS ARE ALREADY IN EXCESS OF £25M… AND COUNTING…..

“We saved over £260,000 in Corporation Tax and released over £500,000 from the company – what a result, thank you”

- BR NWFT Ltd

 

 more testimonials.

 

EQUITY INCOME PLANS

*For the latest updated news on “The Property & Asset Income Plans” Go to the *ASSET MANAGEMENT TAB*

 

 

A professional yet simple process that delivers significant and effective results

 

Financial Planning

Our GOAL is to be your preferred supplier of innovative financial solutions.

 

 

Our COMMITMENT is to continue to research the market place to find the best on going solutions to save both you and you’re company money.

 

 

Finding innovative financial solutions that work.

 

Asset Management

UPDATE ON THE ASSET & PROPERTY INCOME PLANS

 

UPDATED AS AT 1st AUGUST 2011

WE AWAIT FINAL CONFIRMATION OF DUE DILIGENCE DOCUMENTATION ON BOTH PLANS AND WILL BRING THIS TO YOU AS SOON AS WE HAVE IT

 

FOR MORE INFORMATION PLEASE CALL 0845 337 9163 or send an Email request to info@5Gwealthmanagement.co.uk

 

 

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Investment Strategy

ALTERNATIVE INVESTMENTS

Please note that we DO NOT provide advice on any regulated or non-regulated investments, if you are interested in any investments we will introduce you to an appropriate regulated third party, or we suggest that you seek your own independent advice from a suitably qualified Financial Adviser.

 

ALTERNATIVE INVESTMENTS can be considered as part of a structured and balanced investment portfolio and can provide clients with a specific Strategy that can provide simple yet effective results.

 

Traditionally clients’ investments tend to be far too CORRELATED (connected) to equity markets, meaning that they are too exposed to market RISKS, UNCERTAINTY and VOLATILITY.  Instead, considering ALTERNATIVE INVESTMENTS can provide access to NON-CORRELATED ALTERNATIVE investments which have the potential to provide additional stability to a portfolio. 

 

Please note that many investments of this type can be seen as a higher risk and also carry less protection such as not being covered by the Financial Services Compensation Scheme (FSCS).  They are therefore only suitable for what is deemed Sophisticated Investors and/or High Net Worth Individuals.

You will see to the right, that there are a vast variety of diversified opportunities from which to choose. 

You can make your own individual choices and ‘build’ an appropriate portfolio based on your future aims and objectives.

 

 ALTERNATIVE INVESTMENTS OPTIONS:

 

INVESTMENTS / TYPE              

 

·         PIBS (Permanent Interest Bearing Shares)

·         Premium Financing Funds

·         Legal Financing Funds

·         Tax Based Funds

·         Commodity Based Funds

·         Energy Based Funds

·         Technology Based Funds

·         Bio-Sciences Based Funds

·         UK Land / Property Funds

·         European Land / Property Funds

·         Worldwide Land / Property Funds

·         Social Housing Funds

·         Specialist Commercial Property Funds

·         Environmental / Green Funds

·         UK Structured Finance Funds

·         Mezzanine Financing Funds

·         Global Forestry Investments

·         Specialist Share Schemes

·         Wine Investments         

·         Football Related Funds

·         Car Parking Investments

·         Secured Income Funds

·         Bridging Finance Funds

 

For more information on the FULL range of ALTERNATIVE INVESTMENTS and how to find out more about receiving suitable advice on these PLEASE CALL 0845 337 9163 or send an Email request to info@5Gwealthmanagement.co.uk

REMEMBER: - We DO NOT provide advice on any regulated or non-regulated investments, we will simply introduce you to an appropriate regulated third party, or suggest that you seek your own independent advice from a suitably qualified Financial Adviser.

Financial Wealth Plan

Wealth Strategy Plan

 

We will meet to assess your current situation and establish your future goals and aspirations; we then develop your very own bespoke wealth strategy plan. 

With the personal attention of one of our experienced Directors as your Wealth Manager, we utilise a team of recognised industry specialists. We work continuously with you and your external financial advisors (as necessary), so that you can benefit from our individual knowledge and collective professionalism.

Leading this team, 5G will seek to:

§   Understand your personal priorities and needs

§   Help you clarify your goals

§   Develop (or refine) your Wealth Strategy Plan

§   Create integrated strategies to help achieve your objectives

§   Guide you through the implementation of your plan

§   Monitor and adjust your plan as your priorities and needs shift

 

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Private Wealth Management

CORPORATE FINANCIAL SOLUTIONS PROGRAMME TM

We initially created the Programme to assist business owners improve their cash flow.  This grew and grew and will continue to do so.  We now have access to many Solutions which are either unique or limited within the UK market, more importantly they are all innovative and extremely effective. 

We continue to research and conduct Due Diligence on new solutions.

Our objective is to be your continual preferred supplier of innovative business solutions.

These are the most frequently used Solutions;

1)    Historic Costs Audit – annual energy spend x 6 x 10% = REFUND

2)    Employee Benefit Strategy – Payroll x 10.0% x 13.8% = SAVING

3)    Capital Allowance Claims – Property purchase price x 20% = CLAIM

4)    Property/Asset Income Plans – Property Value x 50% x 5% = INCOME

5)    Commercial Insurance – Existing Annual Premium x 20% = ANNUAL SAVING

6)    Cleaner Energy Cash Back – up to 40% saving on energy bill + a g’teed income for 25 years

7)    R&D Allowances – Typically a 40% Reduction in corporate taxes 

8)    Bespoke Tax Schemes including Offshore Planning 

 

Please request a copy of our ‘FREE GUIDE to the - Corporate Financial Solutions Programme TM – simply email your request to support@5gwealthmanagement.co.uk and we’ll email a copy of the guide for FREE.

To arrange a One to One meeting direct with one of our Directors please contact us at

info@5GWealthManagement.co.uk or call 0845 337 9163

Estate and Planning Services

Our aim here is to keep together as much of your estate as is possible.  We will consider Trusts and Offshore structures and have access to these as and when necessary.  We typically find however that it is easier in practice to simply allow your estate to pay the inheritance tax as it becomes payable.

We operate an extremely unique Estate Planning service.

Effectively we calculate what your future estate taxes maybe (better known as Inheritance Tax); we then set up a structure which allows your future estate to pay all the taxes due on the estate.  And it gets better, all the costs can also be paid out from the future estate!

We are one of a very limited amount of companies in the UK who understand this opportunity and how this works.

This planning is most suitable for those people who have accumulated assets in excess of £2.5M and who are aged over 60.

 

 

 

Financial Planning

As part of an integrated strategy, contingency insurance can play a critical role in a comprehensive estate or business plan. Varied types of insurance including: Life, Critical illness, Long-term care, Disability & Income replacement policies, can give you a variety of options to satisfy multiple needs from basic protection, to gearing techniques in trusts, to complicated business related and succession issues.

5G Wealth Management have long-standing relationships with many highly regarded insurance companies to offer a choice of quality insurance products meeting a wide range of needs.

For example: Pre-protect estate tax liability Funding for key person agreements Funding for Shareholder agreements Private Trusts and offshore capabilities

Please note that we DO NOT provide advice on any regulated or non-regulated insurance products, if you are interested in any insurance related products we will introduce you to an appropriate regulated third party, or we suggest that you seek your own independent advice from a suitably qualified Financial Adviser.

Advisory Service

Affluent investors are often in the position of holding exceptional assets, such as a yacht, aircraft, a fine art collection or maybe a Fine Wine collection. Substantial possessions like these can often benefit from the same planning and strategising as other investments - even more so when you know how all these diverse pieces of your personal balance sheet are interrelated. We provide a wide range of personal services for your unique personal and financial needs.

Fine Wine Advisory Services. Your wine investment can become an effective working asset. We provide access for the wine investor with the most objective and comprehensive intelligence on buying, selling and maintaining a Fine Wine Investment.

Advice and Consultation • Strategic planning to expand, upgrade, or focus on a specific investment.  Valuation and sourcing in the market; acquisitions and sales; negotiation • Advice on issues related to planning your estate

Family and Generational Planning. We can assist you in the management of your financial affairs by helping you and your family meet the challenges that wealth presents.

Worldwide Property Investment Opportunities provides specialist investment opportunities.  This provides you access to specialists in these areas, we research, negotiate and manage – You benefit.

We can also assist with specialist financing "non-recourse", and "recourse" Variable & Fixed rate alternative Short-term bridging finance.

Please note that many of these services are provided through our established and long standing Professional Network of experts and specialists.

 

 

Service

“Because we do a lot more than simply manage your wealth”

Sophisticated advice and strategic guidance naturally leads to a further thirst for knowledge and opens up our clients minds to look for new ways in which we can work together and capitalise on further opportunities. To satisfy this desire we offer our time on a Consultancy Project Basis.

In addition to our various Wealth Management Programmes, we also run Seminars, Workshops and keep our clients regularly updated with all the changing information that may affect them and their future Wealth.

We also agree a “Review Programme” to meet formally and update and modify your Plan as necessary.

“Because we do a lot more than simply manage your wealth”

Business Financial Planning

* CURRENT BUSINESS SOLUTIONS * 

 

PENSION REFORMS ACT 2008 – AVAILABLE NOW

 

IMPROVE CASHFLOW – AVAILABLE NOW

 

CORPORATION TAX REDUCTION – AVAILABLE NOW

 

INCOME TAX REDUCTION - AVAILABLE NOW

 

CAPITAL GAINS TAX AVOIDANCE – AVAILABLE NOW

 

STAMP DUTY LAND TAX – AVAILABLE NOW

 

Register your INTEREST NOW today at info@5gwealthmanagement.co.uk

 

Please note that many of these services are provided through our established and long standing Professional Network of experts and specialists.

 

 

Educational Seminars

We run several seminars each year providing access to many of the Innovative Solutions and Professional Services you see within this website

We run several seminars each year providing access to many of the Innovative Solutions you see here

 

Dates

Forthcoming  Events

News/Updates/Press Releases

 

11th AUGUST 2011

 

EDUCATIONAL SEMINAR – PENSIONS ACT 2008

Lancashire Cricket Ground, Old Trafford, Manchester

REQUEST BOOKING INFO AT

info@5GWealthManagement.co.uk

 

SEPTEMBER / OCTOBER 2011

 

 

LOOK OUT FOR FORTHCOMING EVENTS

 

 

For further information on any of the Completed Events shown below please email: info@5GWealthManagement.co.uk  stating your area of interest

 

Dates

Events

News/Updates/Press Releases

 

27th July 2011

 

Southampton Event – Business Cost Reduction

PARTNER SEMINAR

7th July 2011

 

Casa Hotel, Chesterfield (STEVE BEE)

EDUCATION SEMINAR – PENSIONS ACT 2008

REQUEST INFO HERE 

info@5GWealthManagement.co.uk

28TH June 2011

 

Manchester Business School (STEVE BEE)

EDUCATION SEMINAR – PENSIONS ACT 2008

REQUEST INFO HERE 

info@5GWealthManagement.co.uk

13th April 2011 at 2.00pm

NEW TAX YEAR PLANNING

Mere Court Hotel, Mere, Knutsford

REQUEST INFO HERE 

info@5GWealthManagement.co.uk 

16th Feb 2011

Tax Planning Update – Booths Hall, Knutsford

 

* PPT Available

 2nd Feb 2011

Fortress Tax Planning Solutions

Holiday Inn, Altrincham Road, Wilmslow

* Private Client opportunities

2nd Feb 2011

Gateway Monthly Meeting,

Ricoh Arena, Coventry

 

25th Jan 2011

Million Dollar Round Table,

Kensington, London

 

14th Dec 2011

 

HMRC Announcement on EBT’s & EFRBS

“What it means to you”

* PDF Available

7th Dec 2010

 

 

Gateway Day – Coventry

 

 

30th Nov 2010

Seminar - Mere Court HotelKnutsford

5G’s New Corporate Financial Solutions

* PPT Available

10th Nov 2010

EFRBS Training - Milton Keynes

 

* Private Client Opportunity

12th Oct 2010

Gateway Day – Coventry

 

 

14th Sept 2010

Gateway Day – Coventry

Offshore Investments

* Fact Sheets available

9th Sept 2010

Presentation - Mere Court Hotel

For New Introducers & Consultants

* Training & Agreements

13th July 2010

Gateway Day – Coventry

 

 

7th July 2010

AIP Training – Salisbury

 

 

15th June 2010

Gateway Day – Coventry

 

 

26th May 2010

 

 

Barclays Seminar – Mere

Networking Day

 

 

11th May 2010

 

 

Gateway Day – Coventry

Capital Allowances Update

 

 

8th April 2010

 

 

Gateway - Bredbury Hall Stockport

Corporate Solutions – EFRBS

 

 

 

24th March 2010

 

 

 

QROPS Circle – Mere (RL 360 & Close Brothers)

How to get it right?

 

 

 

PDF / PPT

 

9th March 2010

 

Gateway Day – Leamington

 

 

1st March 2010

 

 

 

Edinburgh Joint Seminar

Gateway / Assetz

 

 

 

* PPT’s / Fact Sheets

 

9th Feb 2010

 

Corporate Focus Group – Leamington

 

 

26th Jan 2010

 

Seminar - Hassop Hall, Sheffield

 

 

25th Jan 2010

 

Property Focus Group – Leamington

 

* Fact Sheets of available properties available

18th / 19th Jan 2010

 

A2O Assessment Course – Sheffield

 

 

12th Jan 2010

 

Property Focus Group – Leamington

 

* Fact Sheets of available properties available

6th, 7th & 8th Jan 2010

 

Bucharest Trip – Renault & Titu Site Visit

Sapphire Investment Managers 

 

* Presentation of site visit, full due diligence & Investment stats etc

 

16th Dec 2009

 

Joint Gateway / Assetz Seminar – London

 

 

 

15th Dec 2009

Gateway - Leamington

 

 

10th Dec 2009

 

 

Joint Gateway / Assetz Seminar - Mere Golf & County Club. Property & Tax Planning Opportunities

 

 

 

 

1st Dec 2009

Gateway – BDM Advanced Training Day

 

 

 

26th Nov 2009

Property Focus Group - Leamington

 

 

 

23rd Nov 2009

Advanced Tax Solutions Training Day - Nantwich

* Private Clients Update

 

 

6th Oct 2009

Gateway - Advanced Training Day

 

 

 

22nd Sept 2009

 

Leadership of Pensions SummitLondon

David Cameron MP Conservative Leader

 

 

* Notes of meeting available

 

 

14 / 15th Sept 2010

BDM Day – Leamington

 

 

 

6th / 7th July 2009

Gateway – Leamington

 

 

 

1st / 2nd June 2009

Gateway –Leamington

 

 

 

13th May 2009

 

 

Seminar - Mere Golf & County Club – New Tax Year, New Opportunities

 

 

 

* PDF

 

 

5th May 2009

Gateway - Leamington

 

 

28th/29/30 April 2009

 

Bordeaux Wine Investment Seminar

 

 

3rd March 2009

Gateway Members Training Day

Leamington

 

10th Feb 2009

Gateway Members Training Day

Leamington

 

6th Jan 2009

Gateway Members Training Day

Leamington

 

1 / 2 Dec 2008

Gateway Members Training Day

Leamington

 

3 / 4 Nov 2008

Gateway Members Training Day

Leamington

 

6/7 Oct 2008

Jade Elixir II

Foreign Exchange Market Background

 

18th Sept 2008

Leadership of Pensions SummitWhitehallLondon – Andrew Grayling Conservative MP

 

* Book available – The future landscape of the State Pension

16th Sept 2008

Executive Briefing Seminar – Mere Golf & County Club, Mere Knutsford

* PDF

8/9 Sept 2008

Jade Elixir Deposit Account

Curzon Capital

Bordeaux First growth

8/9 September 2008

29th July 2008

Gateway Introducers Day

 

 

14/15 July 2008

Gateway Members – Training Day

 

 

18/19 June 2008

Gateway Members – Training Day

 

 

12/13 May 2008

Mauritius Investment

Sycamore Property Fund

Structured Note

 

22 April 2008

Education Seminar  - Park Royal Hotel, Stretton, -  11.30 – 1.30pm & 5.00pm7.00pm

* PDF

7/8 April 2008

Gateway Members Training Day    

                                                          

 

3/4 March 2008

Gateway Members Training Day

 

 

 

20th Feb 2008

 

5G OPEN DAY – Park Royal Hotel, Stretton,  10am3pm

 

Location Map

 

4/5 Feb 2008

SLS (senior life settlements) a maturing market.

Tax Season.

Property Opportunity in the South Seas

 

7/8 Jan 2008

Marketing Initiatives

Offshore Trusts

 

26/27 Nov 2007

Product Revue for 2008

Technical Training – Portfolio Bond

 

29/30 Oct 2007             

CGT  changes

 

 

1/2 Oct 2007                 

Capital Allowances

Curzon Wine Fund

Quantum Life

 

18th Sept 2007

Maximising Wealth – Executive Briefing Seminar to be held at,  Mere Golf & County Club, Mere, Knutsford

Book online

3/4  Sept 2007

Integrity Portfolio Maximiser.

Arck – Investment with a difference

Estate Planning

 

9/10 July 2007

*Investor Report

*Wills & Trusts

 

4/5 June 2007

*Update on Poland Investments

*Understanding  Wealth Creation

 

30 April /1 May 2007

*Launch of the New Maximiser Product

* Passive Investing Strategies

 

1/4  April 2007

Quantum Life

Investment Seminar & Gala Dinner

Vaduz

Liechtenstein

 

5/6 March 2007

Chartered Status Training

 

 

5/6 Feb 2007

Corporation Tax Planning

European Pensions

 

1st & 2nd  Feb 2007

*Poland City Living Investment Seminar.

The Sheraton Hotel

Krakow

Poland

 

8/9 Jan 2007

*Develop knowledge and understanding of personal & corporate taxation

*Identification and delivery of new products

*Tax & Legal aspects of business planning

 

4/5 Dec 2006

*Update from Poland Visit

*Tax efficiency in the UK

*Environmental Partnership Update

*The Carbon Trading Partnership

Press Releases

6/7 Nov 2006

*Cru / Arch Guernsey Funds

*Poland City Living Property Investment

*Vertical v Horizontal Wealth Management

*Press Release Available

*Information Available

*An Explanation

 

18th Oct 2006

*Seminar – Mere Court Hotel, Knutsford

  Increase Staff Retention & Reduce Costs

  Total Rewards Package / Flexible Benefits

 

http://www.5gwealthmanagement.co.uk/submit.htm                     

6th Oct 2006

*Exhibition / Business Show

  South Cheshire

 

 

2/3 Oct 2006

*The Spectrum of Tax Planning

*Australian Farming Partnership

*Product Innovations

 

*How it works doc

*Description

1/5 Sept 2006

*New York Conference

 The Waldorf Astoria – New York

 Tax Efficient Investments

 Income Planning & Specialist Trust Planning

 

*Press Release Available

17/18t July 2006

*Staff Centre Presentation

 

 

*Presentation Available

21st June 2006

*Educational Seminar – Birkenhead College

                                       Birkenhead

 Reduce the Burden of University Costs

 We show you how you can achieve a tax

 free income

 

19/20 June

*Inheritance Tax Specialist Trust Planning

*Carbon Credits /Environment Update

*Integrity Update Prelude to New York

 

*Information Available

22/23 May 2006

*Environmental Partnership Investment

*Currency Trading Account Mortgages

 

*Information & Press Release Available

*Information Available

10th May 2006

Educational Seminar – Walton Hall                                      Warrington

 “Thank you Mr Brown”

The Opportunities for Effective Wealth

Planning following the Budget 2006

 

*Pdf of presentation available

23/24 April 2006

*Staff Care – Employee Benefits Package

 

*Press Release Available

20/21 March 2006

*Integrity

*Cru / Arch Update with Michael Derks

*Education Advisers

*Press  Release Available

*Information Available

6/7 March 2006

*Amsterdam Conference – Amsterdam

  Insinger de Beaufort

 

*Information available

   Company Profile

Introduction

5G Wealth Management ensures that you have access to the most Innovative Financial Solutions found in the UK financial market place today.  After all we have over 26 years of Financial Advice Professionalism in these areas so there are not many situations that we haven’t faced. 

 

Financial Innovation

We work closely with our Strategic partners and are associated with some of the largest and forthright Financial Organisations in the UK, Europe and also the USA.  Please note that many of the services are provided through our established and long standing Professional Network of experts and specialists.

 

Tax Management and Mitigation

We provide specialist support and planning in this area to ensure that you are legitimately as Tax efficient as possible.  We show you how to make use of available Tax allowances and in some circumstances how to re-claim Taxes already paid.  We also ensure that you extract profits from your company Tax efficiently and you arrange your estate in such a way to pass down assets with the minimum exposure to Inheritance Taxes

 

 

Testimonials 

"We have already benefitted significantly financially from their services in the past and therefore will continue to use these innovative services as we plan ahead for our future during these difficult times"                                                                  - Brett. C. Robinson. Chairman, Northern Wall & Floor Ltd 

“I have known Garry for a number of years. During that time I have been greatly impressed with his detailed knowledge, offerring new solutions for his clients in difficult times. With his calm but persuasive manner, he is a pleasure to do business with.”

- Marcus Harris, M6 Financial Ltd

 

“Garry is an entrepreneurial businessman who we value for his dedication to detail in producing cutting-edge solutions for clients.  He complements our marketing and sales skills with a thirst for perfection.

- Martin Rigney, Regency Knight Ltd

 

“Garry knows his stuff! He is an expert in his field and this comes across as soon as you meet him. He is personable and professional and has the ability to put clients at ease quickly and effortlessly. He knows his field so that you, as a client, don't have to. If you're looking for a company that knows the market and is ahead of the game when it comes to investments and managing your wealth and investments, I would wholeheartedly recommend Garry and 5G Wealth Management.”

- Angelita Woosnam, Private Client

 

5G assisted in releasing 100% of my pension fund tax free, I was originally offered a 25% lump sum plus a pitiful monthly income which would also be taxed.  I was referred to 5G by a professional colleague/friend and I’m so thankful that I was.  I only paid a success fee once I’d actually received the monies.  What an overall professional and fantastic service”

- Brian Mair, Private Client

 

“We’ve dealt with 5G and Garry for over 10 years and actually known Garry for a lot longer.  We unfortunately had to claim against our Contingency Insurance due to my husband suffering from cancer. Garry assisted all along with the claim and ensured we received the lump sum payout, which was critical at the time as we have young family and my husband was unable to work.  I have no hesitation in recommending 5G and Garry to anyone”

- Julianne Price, Private Client  

 

“We saved over £260,000 in Corporation Tax and released over £500,000 from the company – what a result, thank you”

- BR NWF Ltd 

 

“Garry is always positive, supportive, encouraging. Totally professional at all times, I have always found Garry friendly and approachable and a great guy to discuss all matters with.

- Sue Stacey, Stanlaw Abbey

 

5G assisted us to claim £204,000 against tax by claiming Capital Allowances on our Property and then we saved a further £37,000 on our utilities”

– SF North West Ltd Co.

 

"With 5G's expert guidance I achieved 116% growth in 3 years!  When I received the call to inform me that I'd more than doubled my money in just 3 years, I was absolutely delighted"

Ian Gregorelli, MD, The Prix Ltd.

 

“Garry is a fantastic person to work with. He is passionate about helping clients to achieve their goals. He’s also passionate about encouraging his team to develop, aspire and achieve to be the best they can be. I’ve worked with Garry for almost 20 years now and held several different positions during this time. Every new role has thrown up a new challenge for me, which Garry has supported me throughout. I can highly recommend Garry and his companies as great places to work.”

- Sue Huxley

 

"5G released the remainder of the cash from my pension, even though I had already taken my tax free cash. I didn't know this could be done, now it has. I'm over absolutely over the moon, thank you Garry"

– Vincent Bloom, MD, Brecrest Ltd.

 

“Garry is a highly motivated individual with a tremendous knowledge of the world of finance, always willing to listen and has the knack of identifying problems before they arise and someone who will always identify the solution that’s right for you”

- Frank O’Donnell, P3 Wealth Management Ltd

 

"5G has grown my portfolio by 25% in the last 12 months, under the circumstances what a great return. And with prospects for far higher growth this year, this low risk strategy just made total sense from the beginning, great news yet again from 5G"

Gary Garlick, MD Hollinwood Welding & Engineering Ltd.

 

5G have set up a Tax Efficient and flexible investment Trust, – this means I’ll get access to 100% of my money rather than only 25% as with a pension, I have no hesitation in recommending Garry & 5G”.

– Doug Foden, Boardwise.

 

“We have worked closely with Garry now for over 10 years and we have benefited in so many ways, not simply financial.  I personally have already seen significant gains from the advice and planning, for example we adopted a simple Remuneration Strategy and have saved thousands of pounds of tax. Regarding my own personal planning my retirement fund was stuttering along achieving around 3% net growth per annum; 5G has now kick started this and I’m now realistically aiming for 30% growth per annum”.

Glyn Carter, IReS.

 

“Our future wealth is taken care of (Estate Planning I believe you call it), we also have an active working Trust which we hold property in Tax efficiently and we keep our Income Taxes to a minimum.  More importantly, we are kept up to date on a regular basis of all the new planning that 5G and Garry pull together, so if you can get access to him I’d jump at the chance, just wish I knew him 10 years ago!

– Ian Gregorelli, The Prix.

 

“It was a pleasure to do business with 5G, they made the whole process easy to follow and understand.  Their professionalism and knowledge is second to none, and I would recommend their services to others, in fact I have!

How does it get any better than this.

- Delores, Indigo Spirit

 

“We have worked with Garry for about 12 Years now, and during that time he has ensured that we have built up Capital Sums in the most tax efficient way.  We have called him on numerous occasions over the years to seek his trusted

professional opinion, and now as we are fast approaching our retirement we are trusting Garry again to analyse and deliver the best solution for our changing

circumstances"

-       Don & Brenda James

* We report that Don James sadly passed away during 2010, Don was a client but also a good friend, we assisted with all the family financial dealings and continue to act for the family.


"We've been in business for a long time now and we were referred to Garry by a fellow business associate. Garry's approach to Financial Planning Situations made a very refreshing and welcome change. Over time we have sought his advice in several area's covering Taxation, Business and Personal Finance through to Retirement and Investment Planning. We have already recommended Garry on to others.
- Dennis Williams, TD Distribution Ltd.

 

“Garry has protected the girls’ future inheritance, to ensure that they will receive the whole of our Estate, rather than paying an estimated £680,000 in taxes to the Inland Revenue!  We also use Garry and the services of 5G to assist with other advance Tax and Business Planning”

– Gary Garlick, Hollinwood Welding & Engineering.