Insightful financial solutions for a better future
Robert Gerrard & Westbrook offers an independent financial planning service that encompasses a package of facilities, geared toward managing your finances in a manner that gives you complete control of what your money does for you.
Robert Gerrard & Westbrook have a wide range of services on offer that cover everything you need to secure your financial future, from pensions to Inheritance Tax advice. With our help, you can tailor a financial plan that not only ensures that all of your finances work well on their own, but also takes into account the manner in which they work together.
We take an approach that has you, the client, at the core of every decision. We will give you advice that ensures that all of your requirements are identified, whether they be long or short-term.
We aim to establish the best return on investment for each of your products, and your financial portfolio will be expertly managed to ensure you obtain the full benefits of each product or service you choose. Our expert financial advisors will always be on hand should you have any questions or concerns.
Our advice is always clear and concise – we know how the financial industry is littered with jargon that may be tricky to understand. We take away all the hard work, offering an in-depth knowledge that will make taking control of your financial future as easy as 1, 2, 3.
All of your information is treated as highly confidential, so you have further peace of mind, not only that your investments are being expertly managed, but also that they are managed securely. The advice we offer you is always impartial and will be free of any obligation. Contact us now for more information on how your financial future can be guaranteed with Robert Gerrard & Westbrook.
Robert Gerrard & Westbrook - finding better solutions for financial freedom
Our Companies
Say hello to the other companies in our group...
Insight Financial Associates
With our forward-thinking approach and combined professional experience, Insight brings together an extensive ‘wealth’ of expertise and knowledge in financial services. The independent status enables us to provide an impartial and individual service to our valued clients.
Property Investor Partnership
We are specialists in securing high yield property investment opportunities that will generate surplus income and achieve long term capital growth. We introduce investors to Solicitors and Mortgage Brokers who specialise in investor property purchase. Our clients are supported every step of the way, from reservation through to securing the first tenant.
Insight Private Finance
We are experts in securing finance for a broad range of properties for either residential or investment purposes. We can advise you on insurances to protect your home, income, lifestyle and for landlords to protect their property portfolios.
Penvest
We manage and review an employer’s benefits scheme including group pensions, death in service and income protection, enhancing current arrangements where possible. Our Auto Enrolment “Health Check” helps keep firms compliant with The Pension Regulators requirements.
Foresight Estate Planning & Will Writing
We specialise in the preparation and drafting of Wills, together with a wide range of other legal services, including the setting up of Trusts (both life-time Trusts and post death Trusts) and Powers of Attorney*.
Insight Accountancy Services
We give guidance and advice around personal or business taxation queries. We can guide you through the administration side of book-keeping and completing tax returns in a timely manner, providing security in knowing that all elements of your finances are in good order**.
*The Financial Conduct Authority does not regulate tax advice, wills or trusts.
**The Financial Conduct Authority does not regulate tax advice.
Robert Gerrard & Westbrook – The key to financial success
Robert Gerrard & Westbrook maintain an open and friendly relationship with our clients. Our aim is to 'take the fear out of finance' by offering the very finest financial advice that delivers results time and time again.
About Us
All the information about us and the philosophy behind who we are.
Meet the Team
Robert Gerrard & Westbrook advisers and marketing team
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Contact us today and start your journey to financial success.
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