0330 038 8938
Based in Thames-Ditton
View locationChecks carried out by VouchedFor
FCA Regulated
Gerry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 June 2025
Gerry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Gerry has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerry has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Gerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Gerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gerry has provided information on their typical fees
Gerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerry (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Gerry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerry (based on 5 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Gerry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 14 June 2025
Gerry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
2
Recent Client Reviews
Gerry has received 2 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerry has received 2 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 13 May 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
2
Qualifications Uploaded
Gerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates available to view
Gerry has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gerry has provided information on their typical fees
Gerry has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
5
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerry (based on 5 first impressions)
100% of users who are not yet clients had a positive first experience with Gerry
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerry (based on 5 first impressions)
I'm an independent financial adviser based in Claygate, Surrey. My goal is to provide clients with sound financial advice, through considered tailored financial plans that balance their needs today, with safeguarding their financial future. Beyond the world of finance, you'll find me indulging in my passions for cycling and hockey. In the winter I’ll be either playing hockey or coaching the juniors at Old Cranleighan Hockey Club and when the season is over, I’m on the bike riding the Surrey Hills or the great climbs of the Tour de France. I am still a committed wingman to my son who has autism and ADHD. The work life balance has paid off and fortunately he’s now thriving. I live in Claygate with my daughter and very supportive wife. If you have financial advice needs, please get in touch and we can chat through how I can help.
Offers available through VouchedFor
Contact Gerry through VouchedFor and your initial 1 hour 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 Gerry's clients
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Adviser Disclaimer
Our services relate to certain investments whose prices are dependent on fluctuations in the financial markets beyond our control. Investments and the income from them may go down as well as up and you may get back less than the amount invested. Past performance cannot be used as a reliable prediction of future performance. Balance Financial Planning Limited is registered as a limited company in England company no: 9414204. Registered office address: 5 Common Road, Claygate, Surrey KT10 0HG. Balance Financial Planning Limited (FCA no. 1005927) is an appointed representative of New Leaf Distribution Ltd, who are authorised and regulated by the Financial Conduct Authority (FCA no. 460421).