Gyr Financial Consulting Limited

Independent Financial Adviser 5 Whiteoak Square, London Road, Swanley, London, Kent, BR8 7AG
First meeting at adviser's own cost
Response rating
7.0/10
FCA verified
15th July 2019
We work in partnership with clients to ensure that they receive the best service and advice thats right for them.
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Critical illness
    • Income protection insurance
    • Life insurance
    • Capital gains tax
    • Estate planning
    • Income tax
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Andrea Purdie Chartered MSCI,FPFS
Director
Accreditations
Chartered Financial Planner
Daniel Haley FPFS
Trainee Financial Planner
Accreditations
Chartered Financial Planner
What our clients say
Andrea is a breath of fresh air as my IFA. As you can imagine, as a practicing solicitor for over 30yrs I’ve met many IFAs; indeed we as a firm at one stage had our in-house IFA; and they come in all shapes & sizes, often promise the moon and then underperform. I can’t recall exactly when I first met Andrea but I’m guessing it was about 10yrs ago. I was impressed by her pragmatic approach, not trying to blind me with financial wizardry and quickly grasping what my objective was over a period of years. I entrusted to her all my financial affairs so she knows the full picture and not just half of it (important I think) and can honestly say that the period in her tender care has seen my personal finances as ordered and as structured as they’ve ever been. Andrea made every attempt to get to know me and by doing so quickly understood how much detail I wanted to know and how much I was happy to leave to her. We meet up probably 3 or 4 times per year but Andrea would be happy to meet more often or less often as I would like. We also communicate regularly by e-mail and occasionally by phone. When we meet, Andrea takes me through my portfolio step by step so we can see what has performed well and what less well. She makes suggestions as to what investments we might change and 90% of the time I take her recommendation. So I always feel that I have control even though on a day-to-day basis it’s Andrea supported by her assistant (Jane) who are in reality handling everything. During my years with Andrea, you can imagine things have been pretty tough since the market collapse in 2008. I’ve no doubt that many private individuals got pretty much wiped out but Andrea safely shepherded me through it by carrying a good spread of investment. The market still has many challenges and I’m not many years away from retirement so I have no opportunity to make good any big setbacks; the fact that I’m in effect entrusting my prosperity in retirement entirely to Andrea I think tells you the level of trust I have in her. So from me Andrea gets a ringing endorsement.
Male client, South East (Bromley)
Where to find us

5 Whiteoak Square, London Road, Swanley, London, Kent, BR8 7AG

Make an enquiry
About us

Gyr Financial Consulting is a firm of wholly independent hollistic financial planners, providing a high quality level of service, impartial fair advice, based upon expert knowledge of financial markets, taxation and legislation. We have over 100 years experience and are highly qualified. We are looking to build long term relationships with our clients and put the needs and objectives of our clients at the heart of the advice process.

Our services

Our main aim is to focus on our customers, we aim to provide excellent service and advice to our clients, with integrity and we aim to build trust over a long term relationship, which is very important to us.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£100,000
Minimum pension value
£100,000
Minimum mortgage value
£0

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