GeraldBellotFinancial Adviser

CeMAP · DipFAKent · Nationwide

Financial advice you can trust.

I'm Gerald Bellot, a Financial Adviser based in Gravesend. Since 1989 I've provided clear, dependable financial guidance to individuals, families and business owners across Kent and nationwide, taking a broad, whole-of-life view of your finances.

Prefer to talk? 07778 397891

A couple walking hand in hand along a path towards the setting sun

Your home may be repossessed if you do not keep up repayments on your mortgage. The value of investments can fall as well as rise and you may get back less than you invested.

  • 35+ yearsServing clients since 1989
  • FCA-regulatedAuthorised & regulated
  • DipFADiploma for Financial Advisers
  • CeMAPQualified in mortgage advice
Gerald Bellot, Financial Adviser

Gerald Bellot

Financial Adviser

CeMAP · DipFA

My Story

I started in financial services in 1989 with a simple purpose: to provide clear, dependable financial guidance to individuals, families, and business owners. Over the decades, my practice has grown through trust, continuity, and long-term relationships, supporting clients through life's milestones, challenges, and opportunities.

From my base in Gravesend, Kent, I continue to serve clients locally and across the wider region, combining traditional values with modern financial planning tools.

About Me

I am a general-practitioner financial adviser with a broad, integrated approach to advice. Rather than specialising in a single product area, I look at the whole picture, your goals, responsibilities, risks, and long-term plans, to deliver guidance that is practical, personal, and grounded in real-world experience.

This breadth allows me to support clients at every stage of life, from first-time buyers to retirees, from start-ups to established businesses.

My work spans

  • Protection Planning
  • Investments & Wealth Management
  • Retirement & Later-Life Planning
  • Mortgages & Property Finance
  • Business-Owner & Director Planning

My Ethos

My ethos is built on three core principles.

Clarity

Financial advice should be understandable. I remove jargon, explain options clearly, and make sure every client feels informed and confident.

Integrity

I believe in doing what is right for the long term. My recommendations are shaped by careful listening, thorough analysis, and a commitment to your best interests.

Continuity

Clients stay with me because I stay with them. I value long-term relationships and provide consistent support through changing circumstances and evolving goals.

My Approach

Every client relationship begins with understanding, your priorities, your concerns, and your aspirations. From there, I build a plan that is:

  • Tailored to your circumstances
  • Flexible enough to adapt as life changes
  • Grounded in decades of experience
  • Supported by ongoing reviews and clear communication

I aim to make financial planning feel accessible, reassuring, and genuinely useful.

Why Clients Choose Me

  • Over 35 years of experience in financial services
  • A trusted presence in Gravesend and the wider Kent community
  • Broad, whole-of-life financial planning
  • A personal, relationship-driven service
  • Advice shaped by real understanding, not box-ticking

How working together works

A clear, unhurried path from first hello to an ongoing relationship, with no obligation at any stage.

  1. 01

    Initial conversation

    A free, no-obligation chat to understand what you need.

  2. 02

    Understanding you

    A thorough fact-find of your goals, finances and priorities.

  3. 03

    Personal recommendation

    Clear, written advice tailored to you, in plain terms.

  4. 04

    Ongoing reviews

    Regular reviews to keep your plan on track as life changes.

See the full process

Insights & guides

Clear thinking on money, pensions and planning, to help you make sense of the decisions ahead.

All insights

Reviews on Google

What clients say

Choosing someone to advise you on your money comes down to trust. These are clients’ own words, published by them on Google.

  • Can’t recommend Gerald highly enough for everything from mortgages to insurance, savings to investments — he’s done a brilliant job of handling all of the above for me over the last few years.

    mark fellows

    via Google

  • I would like to express my deepest gratitude to Gerald for his professionalism and invaluable assistance with my case.
  • I have benefitted from the excellent financial guidance provided by Gerald Bellot.

These are individual clients’ own words about their own experience, published by them on Google. Everyone’s circumstances are different, so what was suitable for one client is not advice or a recommendation for anyone else, and nothing here is a guarantee of any particular outcome.

Let’s start with a conversation

A free, no-obligation chat about where you are and what you’d like your money to do. No jargon and no pressure, just clear, dependable advice.

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