We offer plain and simple financial advice on all aspects of personal and corporate financial planning. This web site is designed to be easy to use and simple to understand.

Click on the Products and Services link at the top of the page to find a brief summary of all main areas of financial planning that we offer and then contact Gerard Associates for specific advice.

Gerard Associates offers fully Independent Financial Advice and is not connected in any way to any of the financial providers in the UK - we therefore find you the most appropriate and competitive solution to suit YOUR needs.

We offer advice on life assurance cover, critical illness cover, pension planning, investment planning, inheritance planning and more.

If you already have financial plans we can review their performance and find out if you can benefit by transferring your current policies to more efficient providers - saving you money and increasing your yield or level of cover.