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G+ E Wealth Management expands its team

Wealth management firm, Garbutt + Elliott Wealth Management (G+E Wealth Management) has added to its fast-growing team in Leeds and York with the hire of Shaun Davison as a Financial Planner.

Shaun has spent over 13 years in the industry. He joins G+E Wealth Management from Cowgills Wealth where he was a Financial Planning Director with specialist expertise in a range of areas including pensions, investments, protection, and tax planning. Prior to this he worked as an IFA at Barlow Barton IFA, Horbury Financial Services and started his career at Abbey (Santander).

Shaun’s appointment comes on the back on the recent appointment of Jerry Sisk increasing the current team to 23. He will work closely with the firm’s team of financial planners to provide a high quality integrated wealth management service to enable clients to organise their financial affairs and have an investment strategy tailored to their objectives.

Rob Simpson, managing director for G+E Wealth Management, said: “This is an exciting time for our team as we enjoy a period of rapid growth after recently joining Jerry Sisk to the team last month. Shaun is a great addition– he is very knowledgeable and highly respected, strengthening our existing team.”

Shaun Davison, financial planner at G+E Wealth Management, said: “I am delighted to join G+E Wealth Management and look forward to working with clients across the region to provide bespoke financial planning advice.

“As we continue to navigate unprecedented times it is more important than ever to seek professional advice and at G+E Wealth Management we offer a fully joined up and personalised service to meet our clients’ diverse financial planning needs.”


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