Current Role
Jerry is an experienced chartered financial adviser with over a decade of experience working within the financial services industry. Having built a varied career with roles at Willis Towers Watson, the Royal Bank of Scotland, and several well-regarded financial advice firms across Wiltshire and Dorset, Jerry brings a broad perspective and a strong client-focused approach to financial planning.
Since joining Lyndhurst in early 2021, Jerry has continued to support clients with tailored advice across pensions, investments, and financial protection.
Outside of work, Jerry enjoys spending time with his young family, travelling, playing golf, and picking up the guitar when time allows.
