Sheffield-based Knowles Warwick Financial Services has appointed a new Independent Financial Planner as the firm prepares to re-open its offices following lockdown.
Gerard Thompson, originally from Glasgow, joined KWFS in June after a remote recruitment process as a result of the pandemic.
Gerry said: “I am really pleased to be a member of the team. Knowles Warwick is a well known company in Sheffield, with a very good reputation in the local business community. The focus has always been to deliver an ‘extra mile’ service to our clients and that is the ideal philosophy for a financial services business.”
Based on the edge of Sheffield city centre, close to Bramall Lane, KWFS is part of the Knowles Warwick Group, which includes a firm of Chartered Accountants. KWFS provides a holistic approach to financial planning and wealth management for both business owners and wealthy individuals, focusing on clients’ financial and non-financial goals.
Managing director Steve Knowles, a past president of the Sheffield & District Society of Chartered Accountants and a past chairman of the Sheffield College, said: “I’m thrilled to welcome Gerry to the Knowles Warwick team as KWFS’s new Independent Financial Planner. His experience with business clients across the UK and Ireland will be a real asset to the firm.
“Having interviewed and onboarded Gerry at a social distance because of COVID-19, I’m looking forward to reopening the office and finally meeting him in person.”
When he isn’t helping clients plan their financial futures, Gerry enjoys spending time in the Peak District, drawing and painting in watercolours. Gerry is also a Non Executive Director of The Laser Clinic.