0330 038 8942
Based in Ipswich
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Gerard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerard's status
Last checked: 29 April 2025
Gerard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerard's status
1
Recent Client Reviews
Gerard has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerard has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 15 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Gerard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Gerard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gerard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gerard has provided information on their typical fees
Gerard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerard (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Gerard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerard (based on 8 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gerard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerard's status
Last checked: 29 April 2025
Gerard is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gerard's status
1
Recent Client Reviews
Gerard has received 1 client review in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerard has received 1 client review in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 15 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
1
Qualifications Uploaded
Gerard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
1 qualification certificate available to view
Gerard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gerard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gerard has provided information on their typical fees
Gerard has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
8
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerard (based on 8 first impressions)
100% of users who are not yet clients had a positive first experience with Gerard
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerard (based on 8 first impressions)
I have worked in the financial services industry since 1978 and have built up a considerable experience with a broad range of clients. When advising clients I look at their overall situation and how present arrangements fit in to check for an overall synergy within their circumstances and a long term plan. I then develop an overall plan to assist you in achieving your financial aspirations for the future whilst accounting for your more immediate needs such as protecting your situation against loss of income due to illness or on death. I moved to True Potential in 2021 as I felt this was a safe home for my client. I also felt that their customer focus is in line with my own.
Offers available through VouchedFor
Contact Gerard through VouchedFor and your initial 30 minute meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gerard's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.
Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.