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Born in Southampton, Jerry started his career in the Life Insurance sector of financial services in 1978 and qualified as an independent financial adviser in 1990. The financial planning firm that Jerry co-founded and ran for 12 years was acquired by Punter Southall Group in 2002; he then joined Canaccord Genuity Wealth Management as part of the acquisition of Punter Southall Wealth in 2022. Jerry provides a broad spectrum of planning and advice for high-net-worth individuals such as CEOs, partners of professional firms, judges, bankers, and owners and Trustees of landed estates. In addition to being a Chartered Financial Planner, he is a Fellow of the Personal Finance Society.