Gavin has been working in the financial planning industry since 2000 and is highly qualified as both a Fellow of the Personal Financial Society (FPFS) and the more globally recognised Certified Financial Planner (CFP). Less than 1,000 people in the U.K. hold both qualifications.
As a Paraplanner, Gavin’s role is to research and prepare financial plans for Clients, and to support financial planners with their recommendations. Gavin particularly enjoys collaborating closely with financial planners to create, implement, and review financial plans.
Gavin is particularly passionate about Lifestyle Modelling and the transformative impact that can have on the way Clients view their financial affairs and aspirations.
Outside of work, Gavin enjoys spending time with his family and playing golf, snooker, football and cricket.