Position: Financial Planning Director, Certified Financial Planner
Tel: 01628 484697
Gerry joined Premier Financial Management in 2011 as Financial Planning Director and works closely with a number of individual and corporate clients.
Having started his career in financial services in 1987, Gerry has extensive experience in providing high quality financial planning advice to high net worth individuals and their families, entrepreneurs, senior executives of corporate clients, Camelot lottery winners and the professional self-employed.
Prior to joining Premier, Gerry headed financial planning departments at Ernst & Young and Grant Thornton.
Gerry is a Certified Financial Planner and is a Diploma member of the Personal Finance Society. He has presented regularly at events for professional and corporate clients in the UK and further afield.
Outside of work, Gerry is a keen rugby fan, having formerly played at County level. He is now involved in coaching junior rugby at his local club near Reading. He is also a keen cyclist – he says it is easier on the knees! Gerry is married with two children.
- Business startup
- Corporate tax planning
- Estate planning
- Investment and financial
- Personal tax planning
- Retirement strategies