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Relationship Management

Building Relationships with our Clients

We offer a valuable service to our clients and ensure that we manage their financial affairs regularly, with objective reviews and presentation of conclusions and recommendations to update needs and aspirations accordingly.

We discuss all areas with you in plain simple language; we dedicate time to you, to ensure you understand the complexities of your Personal Financial Plan. We are here to listen, to plan and to protect.

It is our goal to enhance relations with our existing customers, and to attract new customers with a long term view towards:

  • enhanced customer satisfaction and retention, ensuring that our good reputation in the marketplace continues to grow
  • increased value to our existing customers
  • increased overall efficiency

Our customer needs change over time, and technology can make it easier to find out more about you and ensure that everyone in our organisation can access information and fulfil your needs accordingly.


General Enquiry
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Company address:
Gerry Dupree, Unit 17 Springfield Business Centre, Brunel Way, Stroudwater Business Park, Stonehouse, Gloucestershire, GL10 3SX
T: 0845 307 0301
F: 0845 307 0302

Email: ifa@gerrydupree.co.uk

Registration address as company address
Registration number: 4289129
Registered in: England & Wales

Gerry Dupree & Company Ltd is an appointed representative of TenetConnect Services Ltd, which is authorised and regulated by the Financial Services Authority.

TenetConnect Services Ltd is entered on the FSA register (www.fsa.gov.uk/register/) under reference 150643

The FSA do not regulate all forms of mortgages, offshore funds, taxation or IHT planning.

For Investment planning we make recommendation based upon the Whole Of Market.

The guidance contained within this website is subject to the UK regulatory regime and is therefore primarily targeted at consumers based in the UK. The information in this site does not confer any form of personalised financial advice.

Telephone: 0845 307 0301 | ifa@gerrydupree.co.uk

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