Gerardo Esposito

As I am a accredited financial adviser dedicated to providing tailored, client-centric solutions that meet your unique financial needs. With a focus on building strong, lasting relationships, I pride myself on offering advice that truly serves your best interests and delivers value that exceeds cost. My passion lies in teaching my clients the little "golden nuggets" of financial wisdom, helping them navigate the complexities of pensions, investments, protection, and inheritance tax planning. I take a comprehensive approach, ensuring every aspect of your financial journey is considered and aligned with your goals. As a professional, I bring a personal touch to my work, making financial planning accessible, understandable, and empowering. I am committed to continuous learning and to helping my clients secure their financial futures with confidence. I truly believe in providing value that goes beyond just numbers, it’s about helping you feel confident and secure in your financial future. Whether you're looking for guidance with current investments, planning for the future or protecting what matters most, I am here to support you every step of the way. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. This Partner/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 at www.sjp.co.uk/products.The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. This Partner/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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 29/11/2024