0115 774 0484
Based in Nottingham
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FCA Regulated
Last checked: 20 February 2025
Gavin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Verified reviews: 100%
Gavin has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
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7
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Gavin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 7 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Last checked: 20 February 2025
Gavin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
3
Recent Client Reviews
Verified reviews: 100%
Gavin has received 3 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 20 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Qualifications not yet added
Gavin has not yet added their qualifications to their profile
Transparent Fees
Fees not yet added
Gavin has not yet added their fees to their profile
7
Positive First Impressions
100% of users who are not yet clients had a positive first experience with Gavin
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gavin (based on 7 first impressions)
Based in our Nottingham West Bridgford Office I have forged a successful career as a wealth manager advising high net worth clients and business owners. As a wealth manager, my primary goal is to help individuals and families achieve their financial objectives and secure their financial future. I understand that managing wealth can be a complex and overwhelming task, which is why I am here to provide expert guidance and personalised solutions. With years of experience in the financial industry, I have developed a deep understanding of the various investment options, tax strategies, and risk management techniques that can help my clients maximize their wealth. I believe in taking a holistic approach to wealth management, considering not only investment portfolios but also estate planning, retirement planning, and protection needs. My role as a wealth manager goes beyond simply managing investments. I strive to build long-term relationships with my clients, getting to know their unique financial goals, risk tolerance, and time horizon. By understanding their individual circumstances, I can tailor a comprehensive wealth management plan that aligns with their objectives and helps them navigate through life's financial challenges. I am committed to providing transparent and unbiased advice, always acting in the best interest of my clients. I continuously monitor market trends and economic conditions to ensure that their portfolios are well-positioned to adapt to changing circumstances. Additionally, I believe in regular communication and education, keeping my clients informed about their investments and empowering them to make informed decisions. Whether you are just starting to build your wealth or looking to preserve and grow what you have already accumulated, I am here to guide you every step of the way. Together, we can create a roadmap to financial success and peace of mind. Let's embark on this journey towards financial prosperity together! The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 13/03/2024
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
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