Alexander Gerrard

Financial Adviser @Gary Walker Wealth Management

Aberdeen, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

May 2021 — Present

Financial Adviser @Gary Walker Wealth Management

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Aberdeen, GB

I help meet the financial needs of both individuals and business owners, providing financial advice, creating strong financial plans and building long term relationships with clients. Some of the areas in which I can offer specialist advice include:o Investment and retirement planningo Protecting yourself, your family and your businesso Tax planningSt. James\'s Place Wealth Management is one of the UK’s leading wealth management organisations, specialising in delivering quality, face-to-face wealth management advice with a commitment to building trusted and enduring relationships with clients. The St. James’s Place proposition is further enhanced by its distinctive approach to investment management.Gary Walker Wealth Management Ltd is an Appointed Representative of and represents only St. James\'s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority).SJP Approved 3/2/2025

EDUCATION

2014 — 2018

Robert Gordon University

BA Hons

N/A

Chartered Insurance Institute

Diploma in Regulated Financial Planning

ABOUT ALEXANDER GERRARD

As a Financial Adviser at Gary Walker Wealth Management, I help meet the financial needs…

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Alexander Gerrard — Financial Adviser at Gary Walker Wealth Management in Aberdeen, GB | Unifers