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  • Timely Advice

    We constantly research the market to find the most appropriate Pension, QROPS & QNUPS options for our clients.

  • Strong Results

    We stand behind our professional advice. If our recommended investments underperform we return our fees.


  • Risk Protection

    Assurance of UK Financial Conduct Authority Authorised and Regulated Advice.


  • Real People

    No call centres and no intermediaries. You’ll be talking direct to a senior adviser with over 20 years of experience.


Partners

Bill Guibarra

Bill Guibarra

Bill Guibarra has been advising clients since 1989 and is one of the founding partners of Gerard Associates Limited. Bill brings over 20 years general practice IFA experience, helping business owners, key employees and professionals who are either planning ahead for retirement or already retired. Bill epitomizes the ethos of Gerard Associates in providing a Director led service, and many clients now have a professional relationship with us spanning two decades.

Gary Barlow

Gary Barlow

Gary has spent the majority of his 22 year career working as an Independent Financial Adviser within two large chartered accountancy at senior partnership level. This has provided him with an unrivalled knowledge of planning strategies for business owners and individuals, and highlighted the importance of Global Wealth Management. Gary’s expertise encompasses traditional planning covering Pensions, Investments and Asset Protection but has a particular strength in tax advantageous solutions for clients considering international relocation, and for those already resident abroad.

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