about us our wealth planners kevin gerrard
Associate Wealth Planner
Diploma in Financial Planning (DipPFS)
Certificate in Life and Pensions (Cert CII)
Pension Planning (AF3)
Kevin has worked in financial services for over 35 years, 5 of which have been at Succession. He has held several positions within the industry including senior management roles but has always preferred to be involved in directly advising clients. He holds specialisms in Pension and Retirement planning and is based in the Midlands at the Rugby office.
"I have always been heavily in to sports, mainly armchair viewing these days and am a keen supporter of Manchester United. I like to play golf (when time allows) and love to travel especially cruising!"
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It’s a great way to get your questions answered and find out if financial planning is for you. Initially it is just a chance for us to get to know each other and understand better if our services can help you.
To book an initial meeting with your local Wealth Planner, complete the form below and we’ll be in touch.