Gavin Welsh

Gavin is based in South Gloucestershire and covers predominately the Gloucestershire and Worcestershire areas. He has nearly 20 years experience working in financial services and has a wide knowledge of retirement and investment planning with a real focus on helping his clients feel more confident in the complex products they may already hold.

Gavin puts the clients needs and objectives at the heart of what he does with a passion for excellent customer service and going to extra mile for his clients.

Outside of work, Gavin enjoys spending time with his family and helping in his local community. He also enjoys playing golf, football and cricket as well as keeping up to date with the latest current affairs.

Testimonial

Following our initial chat, Gavin came back to me and outlined a variety of tailored solutions to fit my personal circumstances. Gavin gave plenty of help and advice and clearly knows his stuff. I would highly recommend having a Zoom with Gavin, so that you too can then have your position reviewed and make changes whilst you still have time to do so.

Carl Willcock

Testimonial

Following our initial chat, Gavin came back to me and outlined a variety of tailored solutions to fit my personal circumstances. Gavin gave plenty of help and advice and clearly knows his stuff. I would highly recommend having a Zoom with Gavin, so that you too can then have your position reviewed and make changes whilst you still have time to do so.

Carl Willcock

Awards

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