Gerry Campbell
Senior Associate
About Gerry
Gerry is a highly competent and respected IFA with a long history of providing comprehensive financial planning advice to professionals in Europe and Asia. He has an in-depth knowledge of industry products, services and best practices and is adept at evaluating data and delivering sound advice based on risk tolerance, financial goals and individual circumstances.
He specializes in the areas of retirement planning, wealth & asset protection, investment portfolio creation & management, wealth transfer and estate tax planning.
Gerry was trained and qualified in the UK as a Financial Adviser and Stockbroker and is also licensed by the Hong Kong Confederation of Insurance Brokers. He also holds Financial Qualifications with the Chartered Institute for Securities & Investments and the Chartered Insurance Institute.