0330 038 8938
Based in Thames-Ditton
View locationTop Rated 2026
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2024
4.9 out of 5
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 April 2026
Gerry and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
8
Recent Client Reviews
Gerry has received 8 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerry has received 8 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: 11 November 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
6
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerry (based on 6 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 6 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.