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ABOUT US

WHAT WE DO HERE AT GERRARD BYRNE ...

Our service focuses on you our client and your expectations. Our goal is to inform, educate and inspire you to make the right financial decisions ...

In helping you prepare for the future, our service offering is a variable mix of financial planning, investment advice, and overall wealth management that will help you achieve those financial goals and be future ready. We work on the basis of an individually tailored model as opposed to a 'one model fits all' mentality. Our services, pricing and access will all be customised to meet your wants and needs.

OUR APPROACH TO OUR CLIENTS WELLBEING COVERS THE TRADITIONAL AREAS OF FINANCIAL PLANNING:

  • Protection – personal and family
  • Pension and retirement
  • Savings and investments
  • Mortgages
  • Estate planning
  • Corporate planning
  • Provision of work place benefits
  • Auto enrollment

However, our first meeting will focus on the relationship. It is important to determine that we 'fit'. The chemistry between us has to be right from the outset. Understanding your expectations and our ability to deliver consistently is vitally important. Trust forms the very foundation of our relationship with our clients. This is usually built over time but from the outset, our focus is on demonstrating our ability to do the job you require of us and act in your best interests at all times. Finally the provision of our service and advice adheres to all the principles and regulatory framework set out by the financial conduct authority.

Our approach to financial planning focuses on your financial wellbeing, which relates directly to your health and your potential for a 100 year life ...

Life expectancy for males and females in the western world is 79 & 84 respectively (Reference © Statista 2018) *. The question that has to be asked in both instances is 'is this going to be a gift or a burden'?

Health affects the mind, body, spirit and emotions. It impacts on our relationships, our environment and practical issues such as work and finances. Creating the right environment for physical health and wellbeing is in the main, our own responsibility. If health is an issue, we take advice and with that, the appropriate action.

Stress has the ability to inhibit us and acts as a drain on the body's resources. Worrying about money is, or can be, a major cause of stress so achieving financial (peace of mind) wellbeing is an important part of our health.

With our approach to clients' financial wellbeing covering every aspect of financial planning, it is our goal when working with you as a client, to structure your finances in a way that's appropriate and relevant to you. We must therefore have an understanding of you and what you want from your future.

YOUR FINANCIAL WELLBEING IS BASED ON A COMPLEX PLAN THAT FOLLOWS A SIMPLE PROCESS:

  • Understand what motivates you as well as your objectives
  • Create a realistic plan that will help you achieve those objectives
  • Monitor, manage and review regularly

Financial wellbeing is not always about being wealthy - it's about having enough for the life you want - you have to be able to visualise it. What would you like your future to look like? Who else will it affect? The next steps are to define your objectives - write them down - get to know your 'money personality'. This is all about what you were taught, what you heard and more importantly, what you experienced - evolving into your financial DNA.

* Above figures obtained from the office of national statistics (Reference © Statista 2018)