Gerard Thomas

Gerard has been a Financial Adviser for over 30 years, where he has focused on advising private clients and families on their investment, Inheritance Tax (IHT) planning and pension questions. Investment advice has been a particular specialty of Gerard’s, having sat on Investment Committees at previous firms. Gerard joined Lumin in April 2026 as part of the Gresham Financial Strategies acquisition, where he was the founder and director of the company.