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.
His wife, Cynthia
Banna Beach, in Kerry
Crotta Hurling Club
Leeds United FC