Gershom Chan Chartered McSi

Head Of Financial Planning at Lowes Financial Management

Gershom Chan Chartered MCSI, FPFS is an experienced financial professional with a background in various roles including Head of Financial Planning, Wealth Manager Assistant, and Private Banker. Gershom has worked for prestigious companies such as Lowes Financial Management, Coutts, and Lloyds Banking Group. Gershom holds degrees from The Chartered Institute for Securities & Investment, Chartered Insurance Institute, and The Chartered Banker Institute, as well as a Ba (Hons) in Business Studies from Heriot-Watt University.

Links

Previous companies

Coutts logo
Lloyds Banking Group logo

Timeline

  • Head Of Financial Planning

    April, 2022 - present

  • Financial Consultant

    April, 2019

  • Paraplanner

    November, 2018