Gavin has over a decade of experience in wealth management, advising high-net-worth clients on investment strategy, pensions, transfers, and generational wealth structuring. He initially joined the company in 2015, before briefly leaving to spend four years at a local advisory firm. He specialises in holistic financial planning and sits on the firm’s Investment Committee. Gavin holds the CISI Private Client Investment Advice & Management qualification (PCIAM, Distinction) and the CISI Diploma in Investment Advice. He graduated from the University of Exeter with Distinction, completing both a Business degree and a Master’s degree.
