Gwyn Edwards
FPFS
Gwyn is the Founder and Director of GE Wealth Management. He is a Fellow and Chartered Financial Planner of the Personal Finance Society with a keen eye for the finer technical detail to help maximise his client’s opportunities. Gwyn has a considered approach and likes to get to know his clients on a personal level to ensure that the advice he gives is specifically tailored to their long-term needs.
About
Gwyn founded GE Wealth Management in April 2021 with a mature group of clients, including city professionals, business owners seeking multi-faceted advice and high net worth families. Gwyn's aim is to simplify complex financial situations for his clients, translating the financial jargon from 'finance' to English or Welsh.
Gwyn prides himself on keeping up to date with legislative changes and changing economic conditions to maximise his clients' opportunities. The aim is not to provide one-off financial advice, but to regularly speak to his clients to ensure they are not making any mistakes and being proactive with their finances to suit their goals for a more comfortable life.
Testimonials
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
