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 22 year career working as an Independent Financial Adviser within two large chartered accountancy firms the latter 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.
Gary lives in mid Devon with his wife and three sons and works from the Tiverton office of Gerard Associates Ltd.
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. He has a large number of individual clients and specialises in retirement and bespoke investment planning. His typical clients are business owners, key employees and professionals who are either planning ahead for retirement or are retired. Bill epitomizes the ethos of Gerard Associates in providing a Director led service with many clients now passing 15 years of professional relationship with Bill and the firm.
Bill has been married to Karen, a director of the company, for 27 years and has 3 grown up children and a granddaughter, Ruby, aged 5.