Gerrards Wealth Management
Gerrards Wealth Management are a firm of Regulated Independent Financial Advisers providing impartial advice on all aspects of wealth management and financial planning.
Working on behalf of our clients we are able to access over two hundred of the world’s leading financial institutions. This means that we are able to offer truly personalised financial solutions that meet the individual needs and objectives of each client.
Richard Holmes DipPFS is the Founder and Managing Director of Gerrards Wealth Management, which he established in 2004.
He is a Fully UK Qualified Financial Adviser, who holds the Diploma in Financial Planning, the Certificate in Discretionary Investment Management, the Certificate for Financial Advisers (CeFA®).
He also holds Advanced Diploma Papers AF3 Pension Planning and AF4 Investment Planning and as such is categorised as Pensions and Investment Specialist.
He has worked in the financial services industry for over twenty years, and has worked for sixteen years as a financial adviser both in the UK and abroad.
What do we do?
- Financial Planning
- Investment Planning, initial and on going investment advice and management
- Pension advice for British expats and holders of UK Pensions
- Pension advice and planning for international expats
- Tax advice and planning
- Succession and Inheritance Tax Planning
- Protection solutions such as life insurance
How Do You Know That You Will Receive High Quality Advice?
Any financial advice that you receive from Gerrards will be from a Fully UK Qualified Financial Adviser who is an expert in their field.
The majority of “Financial Advisers” who provide financial advice to expats are not qualified financial advisers.This is a recipe for disaster.
A good example of this is with pension transfer advice.
Amazingly the majority of “Financial Advisers” who offer pension transfer advice to expats have NO UK pension qualifications at all.
Our clients receive pension advice and pension transfer advice from an AF3* Fully UK Qualified Pensions Specialist.
*AF3 is the highest UK Pension Qualification for Financial Advisers, those who hold this Qualification are able to call themselves a Pension Specialist.
If you have any questions or would like to find out more about how Gerrards could help you please drop me, Richard Holmes a line by either calling me on +44 207 0606 255 or e-mailing me at firstname.lastname@example.org
Gerrards Wealth Management is an appointed representative of Abana Lda which is regulated by the Instituto de Seguros de Portugal and authorised in the UK by the Financial Conduct Authority 597069.