Helping you build a brighter future
Pensions are quite often the only investment that you will make for your financial future.
Therefore, it is also the most important. Having a private pension package that can assist you in future-proofing your financial security is a major part of that; Robert Gerrard & Westbrook can work with you to create a pension package that suits your needs.
Having your pension managed by an expert means that you can have peace of mind knowing that your future is potentially protected from financial uncertainty. We will place your investment in a market of your choosing. You have a wide range of pension services at your disposal, all under the watchful eye of our financial specialists.
Through expert advice you will be armed with the knowledge required on where your investment funds should be placed for maximum investment return, and we also monitor the performance of your pension, advising you on the best time to alter the placement of your pension funds.
Don’t worry about your financial future, contact Robert Gerrard & Westbrook today to see how we can help you achieve the pension you need to secure your retirement.
Robert Gerrard & Westbrook - setting the foundations for financial success
Your retirement option…
After saving into your pension for many years, it’s important that you consider what options you have when you retire or want to take money out of your pension.
With the many options available, this could seem confusing and we encourage you to speak to us about what’s best for you. If there is any problems with this please let me know and could you let me know when this is done, that would be great.
We also have a guide to retirement options booklet which you can download below.
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
Say Hello!
Contact us today and start your journey to financial success.
