0161 300 0019
Based in Altrincham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: June, 2020
5 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gerard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Gerard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Gerard has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerard has received 19 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
Gerard can advise across a limited set of mortgage products, which may be provided by companies Gerard works with. This limitation may allow Gerard to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 06 January 2025
Gerard can advise across a limited set of mortgage products, which may be provided by companies Gerard works with. This limitation may allow Gerard to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
2
Qualifications Uploaded
Gerard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates 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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerard (based on 4 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 4 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Gerard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Gerard and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
19
Recent Client Reviews
Gerard has received 19 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gerard has received 19 client reviews in the past 12 months; 100% of these have been verified
Limited Mortgage Adviser
Gerard can advise across a limited set of mortgage products, which may be provided by companies Gerard works with. This limitation may allow Gerard to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
Last checked: 06 January 2025
Gerard can advise across a limited set of mortgage products, which may be provided by companies Gerard works with. This limitation may allow Gerard to offer an improved service quality and lower fees, but it’s important you understand how these products compare with others available.
2
Qualifications Uploaded
Gerard has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
2 qualification certificates 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
4
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gerard (based on 4 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 4 first impressions)
I'm a Financial Adviser and have been with Elite Financial Planning Consultants since 2017 and have recently gained a Diploma in Regulated Financial Planning. My particular area of interest is helping First TIme Buyers however the value in suitable advice for home movers, remortgages and Buy to Let borrowing is equally important. I have a diverse client base ranging from First Time Buyers to borrowers remortgaging for the last time. I believe the key to great advice is to listen to the client to establish their goals, realising that no two situations are the same, and use my technical knowledge and available tools find a suitable solution. My spare time is spent with my family which usually revolves around being outside and camping trips when we can. Get help with everything from buying your first property, to remortgaging, or funding investment in property. Warning: YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Most Buy to Let mortgages are not regulated by the Financial Conduct Authority.
£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
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