KWFS welcomes Gerry Thompson on board as your new Independent Financial Adviser.
Gerry has worked with over 3,000 clients and business owners in his career so far, helping them to prepare for their financial future. He brings his considerable experience to the table with a combination of bespoke financial planning and down-to-earth practical advice.
KWFS has been headed up by Dan Eatch since 2013, who will be leaving us shortly, and I’m sure you will join us in wishing him all the best for the future. Dan is currently working closely with Gerry to ensure a smooth transition for everyone, and Gerry will be in touch very soon to introduce himself.
KWFS delivers a complete package of professional financial planning support directly to you – a ‘one-stop-shop’ covering all aspects of professional financial planning support through one trusted adviser. This won’t change as we say a fond farewell to Dan and welcome Gerry to the team.
Your quarterly KWFS newsletter will be delivered later this month as usual.
If you’d like to speak to Gerry in the meantime, you can call him on 0114 2747576 or email firstname.lastname@example.org.
Connect with Gerry on Linkedin.