Gerard Frew is a highly experienced chartered adviser who holds qualifications in three separate countries. His accreditations include the QFA designation in Ireland, recognised by the Central Bank of Ireland. He concurrently holds the prestigious Chartered Financial Planner designation in the UK, a market where he has over 20 years of experience dealing with resident individuals, as well as a Diploma in Financial Planning in Australia.

“As one of the very few people who hold qualifications to advise in a number of countries and jurisdictions I am perfectly placed to advise on both UK and Irish legislation. I hold Chartered Status in the UK, QFA designation in Ireland and the European Financial Planner Designation. [Read more . . .]

I have assisted clients through complex pension transfers from the UK to their current country of residence. I helped them navigate the various tax, legislation and advice issues that go along with this complex area. I practised in the UK for around 20 years and now, as an emigrant myself, I am acutely aware of the difficulties in clearing up your finances when you move abroad.

This means that, apart from my expertise, I have been in your shoes and understand how daunting this process can be.

I believe that a good client outcome is a good outcome for our business and that client relationships are the most important part of our business. I also believe firmly in transparency, making sure we have no hidden costs for our clients. I am passionate about the job I do and doing the best for my clients, I also believe in explaining things to clients on their level, cutting out financial jargon, so clients can fully understand their financial plan and how we will get there.”

Professional Qualifications:

Australia
• Diploma in Financial Planning (Mentor Australia)

Ireland
• Professional Diploma in Financial Planning, Qualified Financial Adviser (QFA), LIA

UK

  • Chartered Financial Planner (CII)
  • Advanced Diploma in Financial Planning (CII)
  • Pension Transfer Qualified (CII)
  • Certificate in Discretionary Investment Management (CII)
  • Diploma in Financial Planning (CII)
  • Financial Planning Certificate (CII)
  • Certificate in Long Term Care (CII)