The Team
Gary Barlow is Managing Director of Gerard Associates Ltd., a Financial Services Authority authorised and regulated firm with offices in Bristol and Tiverton.
Gary has spent the majority of his 21 year career working as an Independent Financial Adviser within two large chartered accountancy firms the later of which being a Partner for 6 years. 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.
Several of Gary's clients have become non UK resident because of the Asset Protection strategies and tax savings to be made. Gerard Associates Ltd. believes in a director-led client service with primary focus on delivering unique wealth management plans. With increasing globalisation creating opportunities for the free movement of both individuals and capital, clients should be aware of the wide variety of financial opportunities that exist around the Globe to enhance and preserve their hard-earned wealth.


