Here at Gerrard Byrne, we work with you to give you the financial support that suits you now and for your future - everyone needs a financial plan, regardless of their age or wealth - we work closely with individuals and companies alike ...
You cannot create a financial plan for anyone until a relationship exists. The relationship forms the very foundation from which to build any planning. For us at Gerrard Byrne Financial Services it's about putting our clients at the centre. It's about knowing who they are, what they need, their values and building the right service for them. Providing it at exactly the right time and in exactly the right way.
Traditionally financial institutions like Banks and Building societies have offered product based financial Advice. Add Technology into the equation, again still a product based offering. Our approach allows for individually tailored solution based planning that is aligned with your aspirations, goals and concerns.
Our first meeting with any potential client is to determine their 'money personality' how they feel about money, and, more importantly, their story. This meeting allows us to take the opportunity to create an environment for them to tell that story. Every one of us has our very own story when it comes to money. This is not something that can be done if a relationship is not compatible or does not exist.
Business Finance 
Money matters: Building a true company profile so we totally understand your business culture is central to what we do - this way we can work to cover all your legal and moral financial responsibilities ...
Personal Finance 
Money talks: Sometimes it says you are spending too much, sometimes it says you are saving too much - by getting to know your money personality we can work with you to ensure that you get the right balance to plan for now and future events ...
Financial Evolution 
Based on Darwin's theory of evolution - we look at the psychology of the individual starting at birth, toddler, child, adult, couples, family to retirement...
Everyone has a book in them 
If you wrote a book, what would your last financial chapter look like? Everyone has a book in them, what would your last financial chapter look like, if you turned to it now ...
Staying ahead of the game 
Our Open Platform enables us to adjust to the ever changing markets and keep up to date with worldwide financial institutions and monitor your individual and business needs by adapting and making sure your finances keep on working hard for you...