Gill Perry

Gill Perry

Technical Support Manager

A brief introduction

I am the Technical Support Manager at Monahans Wealth Management, based in the Bath Office.  I am responsible for implementing technical support procedures across all of our offices, making sure that our already high standards are maintained and improved.

Background

In June 2016, I achieved Chartered Status in Financial Planning with the Chartered Insurance Institute and have worked in Financial Services since 2000.

I am a Chartered Financial Planner and became a Fellow of the Chartered Insurance Institute in July 2018.

Expertise

Pensions
IHT and Trusts
Financial Reports
Investment Committee
Research

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