Current Role
Most people know they should get their finances in order. Life just has a habit of getting in the way. A new job, a growing family, a business to run, or a retirement that suddenly feels closer than expected. Before long, the plan you meant to put in place still hasn’t happened.
Jerry understands that. More importantly, he helps you do something about it without it becoming another thing on an already full to-do list. As a Chartered Financial Planner, Jerry draws on experience gained across a range of well-respected institutions within the industry. What matters most, however, is how he works with clients, taking the time to understand what is important to you and building a plan around it. That might be retiring on your own terms, protecting the family you have worked hard to provide for, or simply feeling confident that your finances are organised and working as they should. Whatever the goal, Jerry focuses on making things clear, practical, and achievable.
Since joining Lyndhurst in 2021, that’s exactly what he’s continued to do. And if you’ve been putting this off, you’re not alone. Most people have. Jerry explains things clearly, without complexity or jargon, offering straightforward advice and a plan you can move forward with. Outside of work, Jerry spends most of his time with his young family, enjoys travelling, fits in the occasional round of golf, and picks up the guitar when time allows, to a mixed reception.
