About Gerald Slora

Gerald Slora

DipPFS, Certs CII (MP & ER)

With over 28 years’ experience in the financial services industry, Gerry has encountered most situations and markets. He believes that successful financial planning is a truly personal experience so trust and experience are essential.

About

Gerry founded Davidson Pert with clients’ needs at the centre. He aims to ensure that his clients have access to all the information and advice they need to undertake meaningful financial planning. Gerry is able to support clients as they move through the different stages of their life and their circumstances and needs change over time. Benefitting from a wealth of experience, he can offer clear advice in relation to a number of key areas:


  • Accumulation of wealth - Tax efficient investment and retirement planning

  • At retirement - Planning for a sustainable income in retirement, review of existing pension funds

  • Succession planning - Helping to protect wealth through sensible inheritance tax strategies, planning for wealth to be passed effectively to the next generation.


Gerry has built a team of advisers and administrative staff to support clients in all areas of financial advice and, most importantly, ongoing financial review. None of us know where the future is going to take us but, by setting financial goals and regularly reviewing them, we believe people can reach towards the retirement they deserve.

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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.

Davidson Pert Financial Associates Ltd is registered in England and Wales, Number 04886487. Registered Office: 6 Corunna Court, Corunna Road, Warwick, CV34 5HQ.