Gervase P Lancaster

BSocSc (JT Hons) DipPFS, Certs CII (MP& ER), CeMAP
Wealth Planner

After graduating from the University of Birmingham, Gervase entered the financial services industry in 1987 with Noble Lowndes & Partners, which later evolved into Sedgwick Independent Financial Consultants. During this time Gervase was active in providing advice to both corporate and personal clients based in the West Midlands.

In April 2003 Gervase joined the Clay Rogers Group, helping to form C R Professional Limited and then Clay Rogers & Partners Ltd in 2006 on its merger with Clay Rogers Financial Management Limited.

Gervase holds the Diploma in Financial Planning regarding retail investments, together with the securities and Long-Term Care Insurance qualifications, from the Chartered Insurance Institute and the Certificate in Mortgage Advice & Practice from the Institute of Financial Services.

In addition, Gervase now holds the Certificate in Equity Release from the Chartered Insurance Institute and is a member of the Society of Mortgage Professionals.

He is a Pension Transfer specialist and also specialises in Retirement Planning, Investment and Wealth Preservation.

In recent years Gervase has increasingly worked assisting Court-appointed Deputies with their Court-of-Protection clients and is a Later Life Advice Specialist, registered by the Personal Finance Society.

0121 2965 336 / 07387 261525

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