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    We are Financial Planners who specialise in helping expats in their 50's to make work optional and successfully make the transition into retirement.


    Our main purpose is working to make sure our clients get the retirement they want and never run out of money during their lifetime.


    After working with us you will have answers to all your important questions, such as:

    How much do you need to maintain your desired lifestyle for the rest of your life, without fear of ever running out of money?   

    How much is enough?







    After working with us you'll know your number and have answers to your big questions such as...

    Am I going to be OK?

    Will my family be OK if anything happens to me?

    Will I run out of money?

    When can I retire or slow down?


    And, you'll also have a plan that aligns your finances with what is important in life to you, and that will help you to get and keep the life you want.

    What’s your number? 

    Everyone’s got one!

    If you’d like to find out yours, and get answers to your big questions, get in touch to find out how we can help.

    What our clients say...

    Rob Allen

    Former Bank CFO


    "Richard saved me from making a big mistake with my pension which would have cost me a significant amount of money. He provides good independent advice without the pushy arrogance of most financial advisers. He listens to me and we work collaboratively on my investments which I really appreciate. If you are looking for a trustworthy adviser get in touch with Richard."

    Or you can send us a message

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    Gerrards Wealth Management

    Madar Utca 13A, Budapest 1025, Hungary

    +36 30 414 1519 (Hungary) 

     +44 207 0606 255 (UK)

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