Gerald Bennett

Wealth Manager

Gerald is a Fellow of the Personal Finance Society and a Chartered Financial Planner, the highest qualifications awarded by the Chartered Insurance Institute (CII) and a member of the Society of Technical Analysts (MSTA). In addition he is also a Chartered Wealth Manager, a Certified Financial Planner (CFP) and a Chartered Member of the CISI.

Gerald aims to provide financial peace of mind to clients by helping them meet their lifetime goals. He is particularly proud that he advises several generations of his family clients offering them continuity of advice.

Gerald is married with two daughters and three grandchildren. He is an avid Southampton fan and his hobbies include chess, which he used to play at master level, photography and travel.

01590 671 234 / 07930 348444

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