Jerry began his financial services career in 1988 and trained with Allied Dunbar (Zurich Financial Services), after education at the University of the West of England.

Jerry was invited to join the J. Rothschild Partnership (now
St. James's Place Wealth Management Group) as a founder Partner in 1992 following a very successful career in financial services.

During the past 20 years, and since becoming a Senior Partner in 2001, Jerry has specialised in advising high-net-worth private clients on offshore investment management, trust* and estate planning and cross border structural issues.

Since 1992 Jerry has marketed services to the Greek shipping community. Jerry has built an enviable client profile in the shipping community, industrialists and, indeed, sports and entertainment personalities.

Due to many years experience aiming to provide superior advice and solutions for wealthy individuals and families, he has become a trusted family advisor. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group.

With offices in Bath and London, he is well placed to look after your needs.

*Trusts are not regulated by the Financial Services Authority.

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