About Us
Guy is a Chartered Financial Planner, within Doyle & Palmer Wealth Management. Doyle & Palmer are FCA regulated firm with an incredible team, their head office based in Fareham, Hampshire. Guy is based in Bournemouth but supports clients in Dorset, Hampshire, West Sussex, Wiltshire, Home Counties and London.
Chartered status is the industry’s “gold standard” in ethics, qualification, experience and knowledge.
As a specialist in retirement and inheritance tax planning and I provide the maximum benefit to:
•Individuals at retirement, or “really starting to plan to retire,” around 50 years of age, who don’t want to actively “sleep walk” into retirement who want to be sure they can have the retirement “they want” without fear of running out of money, even when life throws you a “curveball.”
•Committed investors who have with £500,000 in pensions, investments, and other assets looking for clear , transparent and “top class” guidance;
•Potential clients, who want to “get on with their life,” and leave the planning and investment strategies to an independent industry professional. We are not here long, life is for living. I do the planning, you go live your life
– individuals with large estates (particularly now the latest Chancellor of the Exchequer will drag pension pots inside the estate from April 2027) who would like to look strategies to reduce, protect against or wipe out and potential Inheritance Tax Bill on death. Paying Inheritance tax is a choice, it can be avoided.
My role is to help you design, implement, and manage a comprehensive financial plan and investment strategy—bringing clarity, confidence, and lasting peace of mind.
I provide transparent, fee-based advice where all costs and charges are explicit. No surprises and no “he didn’t tell me that moments.”
It’s a journey we will go on together, a journey where you retire on “your terms” and live the retirement you desire.
Lets Start talking about your Future?
Ready to take control of your financial future?
Start building a plan that works for you today with a free, no-obligation consultation.
During our call, we’ll discuss your unique financial needs, explore your goals, and determine how GRS Planning can provide the expert guidance you deserve. This isn’t just about advice — it’s about creating a strategy that aligns with your vision for the future.
Let’s see if we’re the right fit for you, and start your journey toward financial peace of mind.
Our Reviews
“I’d been managing things on my own for years but reached a point where I needed proper guidance. Guy’s approach is refreshingly straightforward, but also incredibly thorough. He explained everything clearly, without jargon, and put a solid plan in place that makes me feel genuinely secure about the years ahead. I only wish I’d found GRS Planning sooner.”
“From our very first conversation, Guy put me completely at ease. He took the time to understand not just our finances, but what we actually wanted from life in retirement. His advice has been thoughtful, clear, and reassuring every step of the way. I feel confident knowing our future is in capable hands. If you’re looking for someone who truly listens and delivers honest, expert planning, look no further than GRS.”
Guy has been a true partner in helping us plan for retirement. He’s professional, approachable, and clearly knows his stuff. It’s rare to find someone who combines technical know-how with such a personal touch. Thanks to his insight, we’ve now got a strategy that aligns perfectly with our goals. I wouldn’t hesitate to recommend GRS to anyone serious about securing their financial future.
