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Life's Complicated. Your Finances Don't Have to Be

Our Expertise

The main services are shown here, but there are many other ways that we help our clients find the best solutions.

With a large network of professionals across all walks of life, there aren't many problems we can't solve.

01

Investment Portfolio Management

02

Retirement Planning

03

Estate and Legacy Planning

04

Mortgage & Equity Release

In A Nutshell logo: We are here to make your life easier.

Meet Our Advisors

Gideon Kasler BA (Econs) FPFS Cert CII (MP)

Chartered Financial Planner

Managing Partner

Gideon combines decades of experience with a modern, client-focused approach to financial planning. As one of the UK's first Chartered Financial Planners, he helps clients build clarity, confidence, and long-term financial security.

Derek Skinner Dip PFS Cert CII (MP)

Independent Financial Adviser

Having worked alongside Gideon since 2000, Derek has built lasting relationships with clients and remains a trusted point of contact for many families. His calm, practical approach helps clients feel supported every step of the way.

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Robert Witcombe BSc (Hons) Dip PFS Cert CII (MP&ER)

Independent Financial Adviser

Since joining GK&A in 2002, Robert has helped clients navigate life's financial decisions with confidence. Known for his approachable style, he works closely with clients to build financial plans that support the future they want to achieve.

Client Support Team

Helen Alldred APFS Cert CII (MP)

PA to Gideon Kasler

Helen has worked alongside Gideon for over 30 years and has been an integral part of GK&A since day one, playing a vital role in the business and its continued success.

Joanne Nuttall Dip PFS

Specialising in investment and portfolio planning, Jo brings a wealth of experience to her role as Paraplanner. She has been a valued member of the GK&A team since 2007.

Paraplanner

Helen Cheetham Cert CII (MP & Life & Pensions

ParaplanneR & Client Account Manager

Helen has been part of the GK&A team since 2004 and supports Robert as his Paraplanner and Client Account Manager to deliver a seamless client experience.

Diana Montalban Cert CII (FS)

 ParaplanneR & OFFICE MANAGER

A valued member of the GK&A team since 2010, Diana plays a key role as Paraplanner and Office Manager, combining technical expertise with the day-to-day running of the business.

Emilia Kasler

Client Account Manager

Emilia joined GK&A in April 2021 and supports clients and advisers across the financial planning journey while continuing her professional development.

Julie Ridgley Cert CII (FS)

Client Account Manager

Julie joined GK&A in August 2021 and brings a wealth of industry experience. As Client Account Manager, she plays a key role in looking after our clients and helping everything run smoothly.

Why Choose Us

Expertise

Trusted advice backed by knowledge and experience.

Stability

A steady hand in an ever-changing world.

Excellence

Committed to exceptional client service.

Protection

Helping you safeguard what matters most

Client Case Studies

  • “

    Anita's Story
     

    When Anita's husband passed away, she was left navigating a complex mix of financial, legal and family matters. We helped bring clarity to the situation, coordinating specialist advice and creating a clear path forward.

    Over time, financial affairs were organised, family concerns were resolved, and confidence was restored.
     

    Most importantly, Anita regained control and the freedom to enjoy life on her own terms.
     

    "At last, it felt like I was back in control."

    Anita

    Regaining Control After Loss

  • “

    Malcolm's Story
     

    After selling his successful business, Malcolm looked forward to the next chapter of life. But with significant wealth came new challenges, including investment decisions, family expectations and questions around legacy planning.

    We helped Malcolm and his family navigate these conversations with clarity and confidence, bringing together the right team of specialists to support each generation's unique needs.

    Over time, a clear plan was established, family concerns were addressed, and wealth was structured to support both current and future generations.
     

    Most importantly, Malcolm gained the confidence that his family and financial future were in safe hands.
     

    "I had no idea giving money to family could be so tricky."

    Malcolm

    Family Wealth & Legacy Planning

  • “

    Catherine's Story
     

    Following her divorce, Catherine found herself rebuilding her life while raising two children and managing a financial settlement. With so many competing priorities and opinions, knowing who to trust felt overwhelming.

    We focused on what mattered most, helping Catherine create a clear financial plan, protect her family's future and regain confidence in the decisions ahead.

    Over time, her finances were organised, long-term plans were put in place, and a strong support network was established.

    Most importantly, Catherine gained the confidence and security to embrace the next chapter of her life.
     

    "It was like having a safe haven. Bit by bit the future became clear."

    Catherine

    Financial Confidence After Divorce

Let's get in touch

Financial planning process diagram centered on the client.

We’re here to help you feel confident about your financial future. Reach out and we’ll talk through your goals in plain English, no jargon.

Email Us

info@gideonkasler.com

Call Us

0161 817 3377

Visit Us

Suite 2, 6th Floor,
55 King Street, Manchester,
M2 4LQ

Strategic Growth

Asset Allocation

Risk Management

Fiscal Stability

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