Speak to a team member now

Phone Icon 0800 029 1110


Gavin Josephs

Independent Financial Adviser

I am an Independent Financial Planner advising professional and retired clients on a range of matters involving pensions, investments and IHT solutions.

For almost 3 decades I have been a financial adviser and so a wealth of experience in dealing with high-net-worth clients. This has given me a unique ability to understand the demands, pressures, and life of my clients, enabling me to provide expert financial advice tailored to each client’s specific circumstances.

My purpose is to give clients peace of mind (making the most of their time and hard-earned money), while they focus on living their life to the full.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management


Based in

South East


Surrey, Kent

close icon
Family sat together in garden

Send an email to Gavin Josephs

"*" indicates required fields

This field is for validation purposes and should be left unchanged.