Gerard O'Donoghue DipPFS

Partner at Beaufort Financial (Westerham)
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Contact Information
us****@****om
(386) 825-5501
Location
New Cross Gate, England, United Kingdom, GB

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5.0

/5.0
/ Based on 2 ratings
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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.

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Experience

    • 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.

    • Financial Services
    • Independent Financial Adviser
      • 2003 - 2007

    • Financial Services
    • 1 - 100 Employee
    • Independant Financial Adviser
      • 2000 - 2003

    • Financial Adviser
      • 1987 - 2000

    • Italy
    • Consumer Electronics
    • Banker
      • 1981 - 1987

Education

  • St Brendan's College, Killarney
    1976 - 1981

Community

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