Legal & Finance
Gera Passport for Financial Advisors
An FCA-authorised financial adviser providing regulated financial planning, investment guidance, mortgage, and protection advice.
Gera Elite recommended£49.99/month
Qualifications Accepted for Financial Advisors
Gera verifies the following credentials as part of the Passport application process for this provider category:
- FCA Authorisation (Financial Conduct Authority — mandatory for regulated activity in UK)
- Level 4 Diploma in Financial Planning (DipFA or equivalent)
- Statement of Professional Standing (SPS) maintained
- Professional indemnity insurance
Warranty-Eligible Services for Financial Advisors
The following service types are covered by the Gera Action Warranty limited service guarantee when booked through a Gera platform with a Passport-holding provider:
- Financial planning consultation
- Pension review
- Investment suitability assessment
- Protection insurance review
- Mortgage advice — initial consultation
Recommended Badge: Gera Elite
Expert-tier provider maintaining a five-star rating — the highest Gera trust level.
£49.99/month — no annual contract
Compare all four badge tiers →Apply for your Financial Advisor Passport
Get verified, become warranty-eligible, and grow your bookings on Gera.