Gerardo has helped hundreds or investors in Berkshire invest in property wisely. He is, in our opinion, one of the wisest people in the industry. Especially when it comes to finance and re-purposing your capital to expand your portfolio and grow your business empire.
Gerardo’s Story into advising property investors
I’m the proud owner of Perpetual Independent Financial Advice. I am delighted to partner with Property Mastery Academy.
Perpetual IFA is a thriving financial advice practice. We embrace the principles of independently delivering value, service and choice through honest and personalised client relationships.
I have more than 15 years of experience in the property investment and financial services industries. My first investment property way purchased in September 2003. I left my 12 year retail management career with Waitrose & Partners in 2006 to become an estate agent. Soon after I discovered a passion and aptitude for providing vendors and buyers with sound mortgage advice. So I embarked on a two year journey to qualify as an IFA (Independent Financial Adviser).
My work credentials in this field range from working with the Townends Group within their Regents brand, Santander as Financial Planning Manager, to the Prospect Group as a Wealth Manager in a range of employed and self-employed positions. It wasn’t east to take the step from working in a very safe and progressive retail employment to the more entrepreneurial and I suppose risky world of delivering financial advice. Especially during a period of unprecedented market pressure. Not least because at the same time I was father to four young children.
However, these adventures have been very worthwhile. And part of my role as your IFA is to help you assess your own risk profile, and appetite for creating personal wealth through your investment decisions.
We do not charge an up-front admin fee, and we take the long term view with our client relationships. We want to work with you well into the future and this level of client care is crucial to our sustainable success.
Meet Gerardo and get free advice
Gerardo is a core member of our HMO on Steroids Power Team. Gerardo deals with all of the Financial Services for Property Investors. His experience means he’s able to help you reassess your assets to free up equity for reinvesting unlike anyone else. Get in touch today to arrange a free meeting with Gerardo and Peter.