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Personal Finance

For all your personal financial advice including:-

  • mortgages and remortgages*
  • pensions and retirement planning
  • investments and shares
  • inheritance tax planning
  • critical illness plans
  • health insurance
  • life insurance

Whatever your financial needs we will provide you with a tailored solution that best suits your needs and pocket.

* Your home may be repossessed if you do not keep up repayments on your mortgage.. You may have to pay an early repayment charge to your lender if you remortgage.

We do not normally charge a fee for mortgages/remortgaes as we are usually paid by the lender. However, you have the option to pay us fee and receive any commission which we are paid by the lender. If you choose this option please contact us for an estimate of the fee payable.

Please note that the Financial Services Authority does not regulate taxation and trust advice.



Gerrard Stuart Financial Services Limited, Edmund House, Rugby Road, Leamington Spa, Warwickshire CV32 6EL
is authorised and regulated by the Financial Services Authority
The Financial Services Authority does not regulate taxation and trust advice
Entered on the FSA Register No 182023 at www.fsa.gov.uk/register
Registered in England No. 3290059   Registered address as above
PLEASE NOTE THAT GERRARD STUART CANNOT BE HELD RESPONSIBLE FOR THE CONTENT OF EXTERNAL WEBSITES