Home Local business GM Wealth Management Recruit

GM Wealth Management Recruit

GM Wealth Management Recruit

GM Wealth Management Recruit

Young talent kicks-off financial services career with GM Wealth Management after completing Financial Advice Diploma

Simon Pattinson

Wrexham-based financial planning firm GM Wealth Management has celebrated Simon Pattinson becoming one of the youngest qualified financial planners from the Quilter Financial Adviser School. He accomplished this feat following the award of a Diploma in Financial Advice from the London Institute of Banking and Finance (LIBF).

Simon, from the Wirral, obtained the qualification with the LIBF at the age of 20 on completing a year-long study programme with Quilter Financial Adviser School (QFAS). He is consequently now working as a fully qualified financial planner for GM Wealth Management.

Simon Pattinson - GM Wealth Management
Simon Pattinson

GM Wealth Management sponsored Simon through the course, during which time he worked for the firm as a paraplanner, balancing work and study. Simon first joined the business in January 2020.

Simon becomes the latest financial planner to join GM Wealth Management. The company supports families across North Wales and Cheshire with investment, pension, mortgage and insurance advice.  

Trusted Financial Planning

Studying with QFAS on a course delivered by former professional advisers and industry experts, Simon passed exams in financial services ethics, regulation and investment, pensions and also protection advice.

Being awarded the DipFA qualification means Simon has the authority to offer financial advice to UK clients. Accordingly, he now begins a new role as a Financial Adviser with GM Wealth Management.

GM Wealth Management is a trusted local financial planning business, which advises on more than £20m worth of wealth for over 250 clients and their families.

“His Natural Aptitude…”

GM Wealth Management principal adviser, Gary McMorran says: “We are really proud of Simon. He has passed his DipFA at such a young age. Passing bears testament to an aptitude for financial advice as does the hard work he has put in since joining.

“We founded GM Wealth Management to support clients in the region build a financial plan that enables them to realise their goals and ambitions. These ambitions will often involve the younger generations of a client’s family. We know Simon will prove helpful to us when connecting with younger generations.  I am particularly looking forward to watching him flourish in his new career.

Simon adds:

“I’m excited to begin my new role as Financial Adviser, especially working with such a dedicated and knowledgeable team. This is a fantastic opportunity for me and I am especially proud of what I have achieved.”

Go to the GM Wealth Management website for more information.

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GM Wealth Management Recruit

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