“Just received your report and we find it excellent for our needs. It is understandable, clear and (even more delightfully) brings good income news! Thank you so much, you are doing exactly what we wanted from our adviser.”
“We’ve been very happy with the service we’ve had from you. We’ve found your advice clear and transparent and have always trusted that our money is in the right place, in terms of both good financial sense and ethical concerns. We already recommend IE when we can, and will continue to do so.”
Gerald joined us in 2021. He’s worked in Financial Services since leaving school – first at Aviva and then a number of Financial Advice firms – in a range of roles including Administrator, Mortgage Adviser and Will Writer.
Away from the office, Gerald is married to Helen and they have two grown up children. He’s a Season Ticket holder at Norwich City Football Club and plays Short Mat Bowls with two local clubs, East Tuddenham and Thorpe Marriott. Additionally, he enjoy walking and visiting National Trust and English Heritage properties, locally and around the country.
Favourite Part of the Job?
“I am enjoying the challenge of learning my new role at Investing Ethically and particularly the ethical aspects of the advice process and funds recommended.”