Principal, Financial Planning
020 3327 5519

Born in Southampton, Jerry started his career in the Life Insurance sector of financial services in 1978 and qualified as an independent financial adviser in 1990. He joined Punter Southall Wealth (previously Punter Southall Financial Management) in 2002 and is a Fellow of the Personal Finance Society. Jerry provides a broad spectrum of planning and advice for high-net-worth individuals such as CEOs, partners of professional firms, judges, bankers, and owners and Trustees of landed estates. Away from work, Jerry enjoys spending time outdoors. He enjoys walking and trekking events, and generally keeping fit with his wife and three children.

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