Gavin White Email & Phone Number

Gavin is a Chartered Financial Planner with over 10 years experience in financial services. After studying at Queen’s University Belfast he attained a masters degree in Pharmacy and then qualified as a pharmacist in June 2009. Whilst working full time as a pharmacist he studied and passed his exams from the London Institute of Banking and Finance (LIBF) to achieve his Certificate in Mortgage Advice and Practice in October 2011. He then went on to achieve his Level 4 Diploma in Financial Advice from the LIBF in December 2013.After practicing as a financial planner for 5 years he felt the next step was to attain chartered status which he achieved in July 2021 after passing his Level 6 Advanced Diploma exams with LIBF.Gavin is a firm believer in making sure his clients understand how financial planning works by using simple language and avoiding unnecessary jargon. He likes to put his customers at ease and really cares about what he does. He has a very ethical and unbiased approach to ensure the best customer outcome possible while treating each person as an individual, tailoring specific plans to their needs.He specialises in:• Providing bespoke financial planning to high net worth individuals.• Pre and post retirement planning.• Pension consolidation.• Defined benefit pension advice.• Group Pension Schemes.• Investments.• Inheritance tax planning.• Putting in place insurances that provide an income and/or a lump sum should you fall ill or pass away.• Corporate financial planning including business protection.When not at work he enjoys family life with his 3 young children, taking them to sporting clubs and getting them out and about creating memories. When time allows, Gavin is an avid golfer, he enjoys playing guitar, listening to music, 5-a side football and reading books.

Listed skills include Residential Mortgages, Income Protection, Investments, Buy To Let, and 14 others.