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.