Gershom Chan

I started in financial services in 2008 after leaving University and have a great deal of experience in Banking, Wealth Management and Financial Planning.

I am a Chartered Financial Planner and a Fellow of the Personal Finance Society demonstrating my commitment to the highest level of knowledge and professional standards. It is important to me that I help my clients become comfortable and confident about their financial plans with a clear path to achieve their goals and future prosperity.

My approach is to not only understand my client’s future hopes but also what they are worried about, in order to prepare them for whatever the future holds in the best way possible for them.