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Financial Planning





At GBFS the aim is to tailor solutions based on client needs and wants at any given time. The goal is to ensure clients planning is both relevant and up to date which is achieved through regular reviews. Your circumstances, goals and objectives will change therefore your planning needs to accommodate these changes. It is vitally important that you establish the right relationship at the outset as consistency of relationship will lead to consistency of advice.

With access to offices throughout the UK there are no geographical limits. GBFS will offer free initial consultation to introduce themselves, their services and conduct, followed by a full financial review of your circumstances to assist your planning for the future.

Your business has a legal obligation to protect you and your employees. GBFS will provide comprehensively tailored solutions to help you meet those obligations of both the company and the individuals within.

In an ever changing financial world GBFS' clients feel secure in the knowledge that GBFS' experienced and qualified advice is reviewed regularly to ensure planning keeps pace with legislative changes as well as meeting their personal goals and objectives Gerrard Byrne Financial Services Limited are an appointed representative of Openwork Limited, which is authorised and regulated by the Financial Services Authority. Openwork Limited offers insurance and investment advice on products from a limited number of product providers and advice on mortgages representative of the whole market.



To arrange your FREE consultation regarding Financial Planning please complete and submit the following information and one of our consultants will contact you as soon as we are available to do so.
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4Business is the trade name of OCRA (London) Limited, registered in England & Wales No 02308186 registered address: 3rd Floor, 14 Hanover Street, Mayfair, London W1S 1YH, United Kingdom