Gerald Archer
DipPFS
My philosophy focuses upon maintaining a long-term, trusted relationship with clients, showing distinct quality, integrity and excellence, which in turn gives both private and business clients financial peace of mind.
About
With over 30 years experience in Financial Planning, the last 27years have been spent with the prestigious St. James's Place, where Gerald is now Principal of a Senior Partner Practice.
Gerald is qualified to Diploma level with the Personal Finance Society (PFS).
Gerald prides himself on offering advice and solutions for even the most diverse situations.
Gerald offers expert advice in a wide range of areas including long term care planning, tax efficient investment planning, pension planning, Inheritance Tax planning.
You can feel confident that the advice you receive is up to date, as Gerald regularly undertakes professional training and assessment, to ensure he remains fully conversant with current tax legislation, market trends and industry standards.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
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More about St. James's Place
We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 04/11/2022
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
