Gerard O'Donoghue DipPFS
Partner at Beaufort Financial (Westerham)- Claim this Profile
Click to upgrade to our gold package
for the full feature experience.
Topline Score
Bio
Andy Cutbill
Gerard is a highly professional and knowledgeable financial advisor who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won't go far wrong. He's helped my wife and I for a number of years and remains our go to advisor.
Paul Attfield
Gerard has a proven track record. Nothing is too much trouble for Gerard and if he doesn't know the answer, he won't bullshit, he says "leave it with me and I will get back to you" and he does. Top bloke with lots to say. Would highly recommend his services and company to anyone.
Andy Cutbill
Gerard is a highly professional and knowledgeable financial advisor who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won't go far wrong. He's helped my wife and I for a number of years and remains our go to advisor.
Paul Attfield
Gerard has a proven track record. Nothing is too much trouble for Gerard and if he doesn't know the answer, he won't bullshit, he says "leave it with me and I will get back to you" and he does. Top bloke with lots to say. Would highly recommend his services and company to anyone.
Andy Cutbill
Gerard is a highly professional and knowledgeable financial advisor who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won't go far wrong. He's helped my wife and I for a number of years and remains our go to advisor.
Paul Attfield
Gerard has a proven track record. Nothing is too much trouble for Gerard and if he doesn't know the answer, he won't bullshit, he says "leave it with me and I will get back to you" and he does. Top bloke with lots to say. Would highly recommend his services and company to anyone.
Andy Cutbill
Gerard is a highly professional and knowledgeable financial advisor who I would unquestioningly recommend to anyone for advice and help. Picture him as an intrepid jungle guide, cutting a swathe through an otherwise thick, uninviting and seemingly tangled financial world and you won't go far wrong. He's helped my wife and I for a number of years and remains our go to advisor.
Paul Attfield
Gerard has a proven track record. Nothing is too much trouble for Gerard and if he doesn't know the answer, he won't bullshit, he says "leave it with me and I will get back to you" and he does. Top bloke with lots to say. Would highly recommend his services and company to anyone.
Experience
-
Beaufort Financial (Westerham)
-
United Kingdom
-
Financial Services
-
1 - 100 Employee
-
Partner
-
2007 - Present
Offering independant financial advise and wealth management planning to individual and corporate clients. Specialising in pensions, discounted gift trusts, investments and inheritance tax planning. Offering independant financial advise and wealth management planning to individual and corporate clients. Specialising in pensions, discounted gift trusts, investments and inheritance tax planning.
-
-
-
Millfield Partnership
-
Financial Services
-
Independent Financial Adviser
-
2003 - 2007
-
-
-
Inter-Alliance
-
Financial Services
-
1 - 100 Employee
-
Independant Financial Adviser
-
2000 - 2003
-
-
-
-
Financial Adviser
-
1987 - 2000
-
-
-
AIB
-
Italy
-
Consumer Electronics
-
Banker
-
1981 - 1987
-
-
Education
-
St Brendan's College, Killarney