Gerry is a highly competent and respected professional with a long history of providing comprehensive financial planning, investment & tax advice in Europe and Asia for over 25 years.
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.
Clients find his calm professional approach to identifying their Financial Planning needs refreshing and gives them the confidence they need to entrust him in helping them achieve their financial goals.
He specializes in most areas of financial planning including Wealth Creation and Accumulation, Asset Protection, Wealth Transfer, Pensions, Estate and Succession planning.
Skills and expertise
Gerry was trained and qualified in the UK as a Financial Adviser and Stockbroker before moving overseas and is licensed by the Hong Kong Confederation of Insurance Brokers. He holds a number of UK & International financial qualifications and is a Member of the Chartered Institute for Securities & Investments and the Chartered Insurance Institute.
Outside of the office Gerry enjoys a lot of travel, reads extensively and strives to improve on his golf game.