Business Details
12 Years
experience
Trusted Financial Advisers in Havant
As a trusted adviser with a proven track record, we focus on building long-term relationships with clients to provide bespoke financial solutions. Our expertise spans savings and investment planning, inheritance tax mitigation, and retirement strategies, tailored to individual circumstances. We specialise in both onshore and offshore investments, trust and estate planning, and pension reviews, ensuring tax-efficient outcomes. As a Senior Partner Practice of St. James's Place, we combine local insight with access to a distinctive investment management approach. Our commitment to understanding client needs allows us to deliver advice aligned with personal and financial goals.We prioritise transparency, ensuring clients fully comprehend the risks and opportunities associated with their investments. With a focus on wealth preservation and growth, we work with individuals and businesses across Hampshire and surrounding areas. Our services are underpinned by rigorous compliance with Financial Conduct Authority regulations, providing assurance of our professional standards. We continually review existing investment arrangements to ensure they remain aligned with evolving client objectives and market conditions. Our approach balances technical expertise with a personal touch, ensuring clients feel supported throughout their financial journey.
Services
Investment Management
Retirement Planning
Inheritance Tax Planning
Pension Reviews
Trust Planning
Details
- Year established: 2014
Highlights and features
- We offer 20+ years of experience in financial services and wealth management.
- Our bespoke solutions focus on long-term client relationships and individual needs.
- Access to St. James's Place's distinctive investment management approach ensures quality assurance.
- Specialist expertise in tax-efficient planning for investments, trusts, and pensions.
- We prioritise transparency and compliance with Financial Conduct Authority regulations.
Associations and certifications
- Financial Conduct Authority
Services
Investment Management
We provide tailored investment strategies to grow and preserve wealth. Our expertise includes onshore and offshore portfolios, tax-efficient planning, and risk management. Clients benefit from access to St. James's Place's proven investment frameworks, ensuring diversified and goal-aligned solutions.
Retirement Planning
Our retirement planning service designs sustainable income solutions for later life. We review existing pensions, optimise stakeholder and self-invested personal pensions (SIPPs), and create strategies aligned with individual retirement goals and risk profiles.
Inheritance Tax Planning
We specialise in minimising inheritance tax liabilities through strategic trust arrangements and estate planning. Our approach ensures efficient wealth transfer while complying with evolving tax regulations and preserving family assets.
Pension Reviews
We conduct comprehensive reviews of existing pension arrangements to assess performance, alignment with goals, and regulatory compliance. Our analysis identifies opportunities for consolidation, tax efficiency, and improved returns.
Trust Planning
Our trust planning service structures tax-efficient frameworks for asset protection and intergenerational wealth transfer. We advise on trust types, administration, and compliance with Financial Conduct Authority guidelines.
People
Gary Taylor
Director
Gary Taylor, Director of G D T Wealth Management, brings extensive financial services experience to client relationships. He specialises in investment planning, retirement strategies, and tax-efficient wealth management across Hampshire.
Questions
What areas do you cover for financial advice?
We provide financial advisory services primarily in Hampshire and surrounding areas, with a focus on Havant and the South East region.
How do you ensure investment strategies are tax-efficient?
We utilise tax-advantaged structures like trusts, offshore investments, and annual allowance optimisation while adhering to HMRC regulations and FCA guidelines.
What pension options do you advise on?
We cover all pension types including stakeholder pensions, SIPPs, and workplace schemes, with expertise in divorce-related pension splits and retirement income strategies.
How are your services regulated?
As an Appointed Representative of St. James's Place Wealth Management, we operate under Financial Conduct Authority regulation for investment products and services.
What happens during an initial consultation?
The initial consultation focuses on understanding your financial goals, current arrangements, and risk profile to create a tailored wealth management strategy.
How do you charge for financial advice?
Our fees are transparent and agreed upfront, typically based on the complexity of your requirements and the services provided.
