Balance Financial Planning Ltd

Gerry Davies

FCA Number: 1005927

Retirement Planning Financial Planning Pensions & Retirement

I'm an independent financial adviser based in Claygate, Surrey. I have a Diploma in Financial Advance and Level 6 in Financial Planning in Retirement. I help those approaching retirement to create a financial plan that balances their needs today, with safeguarding their financial future. Initially it all starts with a conversation and as I understand more of your circumstances, we'll review a high level financial forecast showing you where you are heading if you do nothing. Then we go deeper into your aspirations, pensions and investments. That's followed by education on the real risks of investing. All this feeds into a personal recommendation that is created to be resilient, last your lifetime and give you peace of mind. Beyond the world of finance, you'll find me indulging in my passions for cycling and hockey. I am a committed wingman to my son who has autism and live with my daughter and very supportive wife.

9.9 out of 10

4 verified reviews on

View Profile