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Mike Gerrard

Business Development Manager, DipFA
Brewin Dolphin Exeter

Tel: 07825853845
Email: michael.gerrard@brewin.co.uk

Specialities: Intermediary Business Development

Areas covered: Exeter, Plymouth, Truro

Biography

Mike started his career in financial services in 1987 when he joined the Co-Operative Insurance Services as an agent. In June 1991 he moved to Standard Life as an IFA account Manager and remained with the group until joining Brewin Dolphin in July 2011.

Working closely with Intermediary firms, Mike has helped IFA firms shape their client propositions, establish client segmentation and has been involved in the development and delivery of  in-house and outsourced investment processes.

Mike has worked with Intermediaries across the West Country and the Channel Islands for over 20 years and brings with him a wealth of experience in Offshore Investing, SIPP’s, and the adoption and implementation of platforms.