Independent Financial Advisers
Gerry has been in the financial business since 1984 and is a fully qualified adviser who also specialises in equity release and lifetime mortgages. He co-founded Primavera Financial Partners in 1995 and ran this as a partner until 2011 when he decided to form his own new business GDA Financial Partners. As an independent financial adviser, Gerry offers independent advice on financial matters to his extensive list of clients and recommends suitable financial products from the whole of the market. Regulated by the Financial Services Authority (FSA), Gerry offers advice on savings plans, pension planning, investment planning and management, mortgages, home reversion and equity release, and annuities.
Maureen has worked in the finance industry for many years where she started off in the banking sector, she currently specialises in accounts and bookkeeping. In addition, Maureen also takes on paraplanning within the firm and helps the advisers maintain the high standards of service our clients have come to expect.
Alex started his career working for Prudential Assurance as a fire and accident underwriter and soon after moved to Natwest Bank dealing with safe custody and securities. He started his financial career with Imperial Life of Canada where his responsibilities included selling pensions, protection and investment plans. He moved to Townsend McCormack 17 years later as a Independent Financial Adviser. He now works with the team at GDA Financial Partners, having joined when the new firm started up in January 2012.
Jessica graduated from university with a degree in Mathematics and began her career teaching mathematics at GCSE and A-Level. In 2012 Jessica joined GDA Financial Partners and has since gone on to achieve her Diploma for Financial Advisers (DipFA), she is now a full adviser within the firm. Jessica has built strong relationships with the clients at GDA Financial Partners and looks forward to working more closely with them in the future and offering the wealth of her knowledge and experience in the financial sector. Jessica is also a Pension Transfer Specialist, having successfully completed the Award in Pension Transfers (AwPETR).
Catherine graduated from university with a degree in Biochemistry and Microbiology and has worked for many years in the science publishing industry, most notably working for Macmillan Science and Education who publish the world renowned journal Nature. Alongside her scientific knowledge and experience, Catherine also has a strong background in technology. In June 2014 Catherine joined GDA Financial Partners and has since successfully completed her Certificate in Financial Administration and Planning, Certificate in Mortgage Advice and Practice and Certificate in Regulated Equity Release.
Joseph graduated from university with a degree in Mathematics and joined GDA Financial Partners in November 2017 to work alongside Alex Macdonald. He successfully completed his Financial Adviser qualification in 2018 and is continuing to gain hands on experience with all aspects of the financial advice process.