Sam Gerrish - Financial Adviser
Sam has been with Cavendish Ware since March 2017, working his way up through the ranks to become a Financial Adviser. He’s worn many hats along the way – starting out in client support team, moving on to manage corporate client relationships, and then diving into financial planning for private clients. This journey has given Sam a real 360-degree view of the financial world.
Sam’s diverse background equips him to provide comprehensive financial planning across various areas. With his broad knowledge base, Sam is well-positioned to assist clients in navigating their unique financial landscapes and achieving their long-term objectives.
When he’s not crunching numbers or helping clients, you’ll find Sam nose-deep in a history book or chatting politics over a pint at his local. He’s also recently become a dad, which has given him a whole new perspective on life and financial planning. This mix of professional expertise and real-life experience makes Sam a down-to-earth adviser who can relate to his clients on many levels