Garrett Cotter

Our people

Senior Financial Planner – Divisional Director

“The best part of my job is working with my clients and being on their journey. There are ups and downs along the route, as with everything in life, but being able to help them through these and seeing them achieve the goals they set out is very satisfying.”

Garrett is a Senior Financial Planner and Divisional Director in our Bath office, working with private individuals to help them plan their financial futures and supporting them throughout this journey. His clients include multigenerational families and entrepreneurs both pre- and post-exit.

During his financial services career, Garrett has moved through several firms. Instead of this hindering his client relationships, he has used it to strengthen them. This has allowed him to successfully navigate his clients through turbulent times such as the pandemic.

Garrett started working in Financial Services in 1995, and as a Personal Financial Planner from 2006 with Target Financial Management. In 2013 he joined Epoch Wealth Management, which was bought by RBC Brewin Dolphin in 2019. He is a Member of the Chartered Insurance Institute and the CFA. He is also a Chartered Financial Planner and has his Investment Management Certificate through them respectively.

Contact Garrett Cotter

The value of investments and any income from them can fall and you may get back less than you invested.