Gerald Burns
BA Hons, ATT, AFPS, Chartered Financial Planner, Fellow of the Chartered Insurance Institute (CII)
My aim with every client, is to develop a relationship with you that will last through generations.
About
Based in London, I have worked in the finance sector and with St. James's Place for over a decade. Having started my career as a tax adviser I have a unique understanding of the finance sector.
I primarily work with London based city professionals seeking to help grow their wealth through to retirement by taking advantage of tax efficient investments, to retired professionals seeking to preserve their wealth for their children/grandchildren through inheritance tax planning. Whatever the situation, I provide the advice which helps successfully guide clients to financial freedom.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
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Advice and services
We offer an excellent wealth management service which will help you achieve your goals
More about St. James's Place
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 30/10/2024
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.
