Our History
GS Financial Planning was established by Gerald Swarbrick in May 2013, continuing a long and successful career within the financial services industry.
Gerald has been an authorised Independent Financial Adviser for over 30 years. Having initially started his financial services career with F Berry Insurance Brokers, based in Leyland, Gerald progressed his career by joining Royal Bank of Scotland's IFA unit in 1992. In 1997 Gerald joined Moore & Smalley Chartered Accountants, in 2005 he joined RSM Tenon (now RSM) an International Accountancy firm, holding the position of Executive Consultant.
With over 16 years experience within accountancy practice, Gerald is able to cover a wide range of buisness requirements and is able to carry out quality and bespoke financial planning and wealth management.
Picture gallery: virtual office tour
Contact Us
Gerald Swarbrick
Tel: 07976 557972
E-mail gerald@gsfinplan.com
GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock investments PLC
FCA number: 449607
Office Hours
9am to 5pm
Monday to Friday
Visit Us
GS Financial Planning
3 Helmsley Green
Leyland
Lancashire
PR25 3PN
GS Financial Planning is a trading style of Tavistock Partners Limited which is authorised and regulated by the Financial Conduct Authority (FCA) and is a wholly owned subsidiary of Tavistock Investments PLC FCA number: 449607
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