Gerrards Wealth Management Ltd is a UK-based firm of Chartered Financial Planners established in 1989. The company provides independent, fee-based financial advice to private individuals, business owners, and trustees. Their mission is to help clients make informed financial decisions through services like investment management, retirement planning, inheritance tax planning, and protection, emphasizing a personal and long-term client relationship approach. The firm is authorised and regulated by the Financial Conduct Authority (FCA).

Founded in

Hungary