Gerry Mccaffrey Email & Phone Number

London, England, United Kingdom

London, England, United Kingdom

In 2019, Lloyds and Schroders set up a new personal wealth management joint venture, and I was tasked with a key role in the migration of Lloyds clients to the new entity.Achieving a 100% record of client retention, I ensured a seamless transfer process for some of the bank’s biggest HNW clients, via scrupulous planning, IT efficiency and leveraging strong relationships built up over the long term.This required overcoming significant technical challenges, as well as navigating… Show more In 2019, Lloyds and Schroders set up a new personal wealth management joint venture, and I was tasked with a key role in the migration of Lloyds clients to the new entity.Achieving a 100% record of client retention, I ensured a seamless transfer process for some of the bank’s biggest HNW clients, via scrupulous planning, IT efficiency and leveraging strong relationships built up over the long term.This required overcoming significant technical challenges, as well as navigating market uncertainty, Covid-related issues and organisational change.Maintaining robust levels of performance despite these issues, we provided our clients with high standards of service delivery, achieving 100% on net promoter scores and ensuring a flawless compliance track record. Show less

London, England, United Kingdom

Having enjoyed success on the commercial financial planning team, I was handpicked by leadership for a newly created position, playing a central role in development of a high-profile client relationship team that combined financial advice and banking services for the bank’s premier HNW individuals.Over the next five years, I developed a strong portfolio of over 50 clients, controlling a substantial AUM with significant banking deposits. Highlights included achieving market-leading levels of… Show more Having enjoyed success on the commercial financial planning team, I was handpicked by leadership for a newly created position, playing a central role in development of a high-profile client relationship team that combined financial advice and banking services for the bank’s premier HNW individuals.Over the next five years, I developed a strong portfolio of over 50 clients, controlling a substantial AUM with significant banking deposits. Highlights included achieving market-leading levels of client service delivery, forging close, long-term client relationships and breaking new ground with the team’s unparalleled portfolio addition.I was also proud to win the Private Clients’ Players Player of the Year award every year from 2015 to 2018, voted by my peers as a go-to resource for expert financial planning advice. Show less

London, England, United Kingdom

Following the HBOS merger with LBG, I progressed to a position providing best practice personal and commercial financial planning advice to high-value corporate clients.Major achievements included negotiating the bank’s most substantial ever IHT commission case, a major factor in my winning a top performer award.

London, England, United Kingdom

After joining Bank of Scotland in Glasgow in an entry-level role, I progressed rapidly and was chosen to transfer to London, driving the high-profile set up of a new business financial planning team, where I wrote the bank’s largest ever group pension business by employee number and value.