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Paul - 07799 641 879 Gary - 07980 660 785 Email us

8 Eastcheap

London

EC3M 1AE

Gary Beerling and Paul Baldwin – Senior Partners

As Senior Partners in the multi-award winning firm of financial advisers, Foster Denovo, we run our practice on a shared commitment to provide you with the highest possible standard of service.

With over 40 years’ experience between us, we can help you with all aspects of your financial planning including:

  • advice on retirement planning;
  • investment planning advice;
  • passing your wealth onto your loved ones through estate planning;
  • advising trustees on investment strategy and other financial matters;
  • specialist services for charity and pension trustees;
  • bespoke advice on pension sharing as a result of divorce; and
  • specialist advice on corporate pension schemes.

The value of an investment can go down as well as up, investors may not get back the original amount invested. The levels, bases and reliefs from taxation are subject to the individual circumstances of the investment. The Financial Conduct Authority does not regulate taxation and trust advice.

  • How we work

      Through the deep understanding of your innermost needs and dreams, we aim to help you to achieve your objectives in life. You will be at the heart of everything we do.

      We will work together to put a financial plan in place by following a simple four stage process.
      1. Discovery: This is the most important step, where we will take the time to gain a deep understanding of your goals, objectives and attitude to risk.

      2. Strategy: We will work together to agree on a strategy to help you to achieve your financial goals. We like to think ahead on your behalf to help minimise risk and enhance any available opportunities.

      3. Recommendation & Implementation: We will research the market to ensure the recommended products and services are in line with your objectives.

      4. Review: By monitoring the changes in your life and in legislation, we will make sure that you stay on track by making any necessary adjustments.

  • Qualifications

      We are both chartered financial planners.

      • Gary received the Pensions Award from the Chartered Insurance Institute for the highest mark in the ‘At Retirement’ examination paper.
      • Gary is an Associate of ‘The Personal Finance Society’.
      • Paul is a Fellow of ‘The Personal Finance Society’ and he also holds the STEP Certificate for Financial Services (Trusts and Estate Planning).
      • Paul is a member of the ‘Foster Denovo Private Client Advice Policy Committee’.
      • We have both adopted the Pension Transfer Gold Standard. This means we have signed up to adhere to a set of principles designed to raise the standard of professionalism within the pensions field. You can find out more about the Standard here.
  • Biography

      After meeting whilst working as financial planners at a large bank in 1992, Gary and Paul embarked on a successful partnership and have been working together for over 20 years.

      By combining their expertise, they are able to provide a highly tailored level of service to each client and are also able to provide continuity of advice.

      They joined Foster Denovo as Senior Partners, attracted by a great client proposition and a very professional approach. Thanks to the support received by their team, they can now spend more time doing what they are passionate about: finding the best solutions for their clients whilst ensuring a highly personalised client experience.

  • Our team

      To ensure that every aspect of your financial planning runs efficiently, we have a support team of talented individuals who help us in providing an outstanding ongoing client experience.

      • Frankie Dowler is our Practice  Manager; she provides an exceptional level of support for our team and delivers a first class experience to our clients.
      • Joseph Brewer is our Senior Client Experience Executive and the primary point of contact for most administrative duties.
      • Gracie McAuliffe is our Client Experience Executive who, along with Joseph, completes most administration duties.
      • Gavin London is our Senior Paraplanner; he provides research and detailed analysis for our clients.
  • Testimonials

      Charlotte Conlan, Managing Director

      “I have worked with Gary for more than 13 years. Over such a span of time, there have been a number of changes both personally and within the financial services industry that have necessitated me changing my financial planning. The advice that Gary has provided during this time has always been well thought through, offered in a constructive and not pushy manner and I’m very pleased with the decisions we’ve made together. Financial planning is an increasingly complex world, but Gary’s review of options and the timing of advice has been invaluable to me. I look forward to our relationship continuing at Foster Denovo.”

      Robert Newman, Partner – Real Estate

      “Gary has provided me with an excellent service over a number of years in rationalising my personal pensions, introducing a SIPP provider and manager and bringing investment opportunities forward for my consideration. He has always been extremely prompt in responding to any request and proactive in dealing with my pension and investment affairs.”

      Aileen Barry, Director, National Tax Investigations

      “Gary and Paul have shown knowledge and expertise in matters relevant to my financial affairs, advising me both proactively and promptly upon request.”

      Ray Werbicki, Partner

      “I like to work with advisers who are knowledgable, responsive and pleasant. Gary and Paul are all of these things. Equally importantly, they have been immensely helpful to me in my financial planning.”

      Angela Treen, Finance Director

      “Paul and Gary provide pension advice to our employees and the company. We are extremely pleased with their professional and in depth knowledge of the pensions arena. Their advice is clear, concise and easily understood by all. They are pro-active in providing information in respect of new legislation and tax changes. They have recently assisted with a research on the bulk buy out market and the changes for high earners being introduced in April. I am more than happy to recommend their services.”

      Damian Perry, Partner

      “Gary Beerling has been my IFA in respect of all my pension and investment requirements since 2003. I have enjoyed having Gary as my IFA and have always found him to be diligent and clear in his advice and always reliable as my adviser.”

      Clive Mather, Company Chairman and Chair of Charitable Trusts

      “Gary has been my personal financial adviser for many years. I have relied on his financial acumen and professional network, to develop sound financial plans for the family and take advantage of attractive investment opportunities. He has provided excellent customer service throughout, carefully explaining options and tailoring recommendations to individual circumstances. He has brought in subject experts to handle specific issues, but always retained personal responsibility for ensuring consistent quality and joined-up solutions. I also value his first class administration and regular financial reviews, which ensure issues are addressed early.”

      Jon Lovett, Foreign Exchange Broker

      “I first met Gary more than 4 years ago since when he has provided me with excellent advice on both pensions and other investment opportunities. His knowledge of the many products available is invaluable as is his always up to date appraisal of the effects of alterations following UK Budgets. His service is always professional, concise, efficient but relaxed in addition to which he is both sociable and affable. I would have no hesitation in recommending Gary to any future prospective clients.”

      Alan Howell, Retired Chief Executive

      “Paul has advised on my financial affairs for more than 10 years and has regularly co-ordinated services from other professionals including legal advisers, both for litigation and personal affairs, actuarial advisers and has worked closely with my tax advisers. Paul has overseen some complex issues as they have arisen over the years and has always been on hand for help and guidance. My wife and I feel that Paul continues to be invaluable to us.”

      Graham Airs, Partner

      “I have known Paul Baldwin for many years, and I have always been pleased with his advice. My wife and I would always depend on him for advice in support in all our financial affairs. He is very friendly and approachable, and a pleasure to deal with.”

      Hatty Fawcett, Founder

      “Paul has offered me excellent financial advice for the last eight years or so. His advice is always practical, considered and appropriate to the circumstances. He is always quick to respond but it is Paul’s friendly but professional manner that makes it a pleasure to work with him.”

      Marian Shaw, Chairwoman

      “It is reassuring for the trustees to have Paul Baldwin’s general advice and his watching brief on the activities of the fund manager. We have every confidence in his guidance.”

      Howard Haines, Retired Corporate Banker

      “My wife and I have called on the services of Paul for over 10 years. In an era of increasingly complex personal tax and pension regulation it is crucial to get the best possible advice so as to determine the correct approach to financial planning and on a timely basis. Paul is not only able to fully deliver on these requirements he does so in a thoroughly professional and pleasant way. We enjoy working with Paul and would recommend him to anyone as indeed we would his partner Gary Beerling.”

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