Gerard has worked in financial services for over 30 years and with Beaufort since 2012.
He specialises in providing pension, retirement and investment advice to a range of different people, focusing in particular though on insurance brokers and lawyers.
Away from the office
Gerard takes his day job home with him, actively pursuing an interest in pensions and investments.
He’s also a keen sports enthusiast following football, cycling and hurling.
The official bit
All financial advisers must be registered with the Financial Conduct Authority (FCA).
You can view Gerard’s entry on the FCA Register by clicking here.
Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.
An adviser’s SPS must be renewed annually. We can provide you with a copy of Gerard’s SPS on request.
Brian Davies
IFA & Principal Partner
Felix Cole
IFA & Partner
Gerard O’Donoghue
IFA & Partner
Iain Parkhouse
Independent Financial Adviser
Iain Whitechurch
Chartered Financial Planner and Partner
Alastair Burtenshaw
Independent Financial Adviser
Barbera Rizza
Personal Assistant
Beryl Knapp
Paraplanner / Office Manager
Felicity Cole
Personal Assistant
Denise Knight
Personal Assistant
Marianne Jones
Personal Assistant
Sam Youll
Paraplanner
Yvonne Orr
Personal Assistant
Guy Lashmar
Independent Financial Adviser