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GQI LTD - Advising individuals for over thirty years.

GQI LTD - Advising individuals for over thirty years.

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Introduction

HOW WE WORK
1. Establish Your Goals & Objectives
At our initial meeting, we will use this time to establish your goals and objectives. This gives you the opportunity to speak to us about your circumstances and personal goals.

2. Develop a Strategy To Meet Your Needs
Following on from our initial meeting we will arrange to summarise your overall financial situation using the information that you have provided. The summary will confirm your personal goals and initial recommendations and fee for achieving your goals.

3. Make Recommendations & Implement Recommendations
Once you have given us the go ahead with the initial summary recommendation, we will then formalise the financial strategy. For example, reviewing your pension, creating a retirement plan, protection of family and/or dependents or developing a tax efficient investment strategy including inheritance tax planning. The implementation will mean that we produce the appropriate paperwork and ensure a smooth set up of agreed recommendations.

4. Review Your Goals and Current Situation
Once the strategy is implemented, we will continue to review the financial plan as we understand that your priorities change throughout the different stages of life. GQ Independent Ltd will ensure that it provides you with continued structured reviews and our on going review process is detailed in our initial advice and fee schedule.

Areas: Farnham, Bentley, Wrecclesham

Monday: 8:30AM–5:30PM
Tuesday: 8:30AM–5:30PM
Wednesday: 8:30AM–5:30PM
Thursday: 8:30AM–5:30PM
Friday: 8:30AM–5:30PM
Saturday: Closed
Sunday: Closed

Visit us: https://gqiltd.co.uk/
Email us: [email protected]

Contact Info

Address:
1 The Granary, Waverley Lane, Farnham, Surrey, GU9 8BB
Surrey
Surrey GU9 8BB
United Kingdom
Tel:
01252 758 178
Website:
https://gqiltd.co.uk/

Offering

  • Financial Planners
  • Financial Advisor
  • final salary pension scheme
  • corporate pension planning

Hours of operation

From To From To From To
MondayOpen8:30AM5:30PM
TuesdayOpen8:30AM5:30PM
WednesdayOpen8:30AM5:30PM
ThursdayOpen8:30AM5:30PM
FridayOpen8:30AM5:30PM
SaturdayClosed
SundayClosed

SEARCH TAGS

GQI LTD - Advising individuals for over thirty years. · Financial Planners ·  Financial Advisor · Financial Planners ·  Financial Advisor ·  final salary pension scheme ·  corporate pension planning ·   · GQI LTD - Advising individuals for over thirty years. GU9 8BB · Financial Planners GU9 8BB ·  Financial Advisor GU9 8BB · Financial Planners GU9 8BB ·  Financial Advisor GU9 8BB ·  final salary pension scheme GU9 8BB ·  corporate pension planning GU9 8BB ·  GU9 8BB · GQI LTD - Advising individuals for over thirty years. Surrey · Financial Planners Surrey ·  Financial Advisor Surrey · Financial Planners Surrey ·  Financial Advisor Surrey ·  final salary pension scheme Surrey ·  corporate pension planning Surrey ·  Surrey · United Kingdom Business Planning
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