Gary Epstein

Gary Epstein

Adviser
Joined KWM

2023

Qualifications

Dip PFS

Gary joined KWM in 2023 after 5 years working at another wealth management business as an Adviser. Prior to giving advice, Gary had over 10 years experience in the financial services sector in the advice sector.

Gary holds the Diploma in Financial Planning and is his role as a Financial Adviser helps to guide his clients to achieve their goals and objectives. He works closely with our clients to ensure that all their requirements are met, and that every avenue is utilised so they can maximise their chances of reaching those goals and objectives. Believing in building relationships over the long term, Gary has a continued focus on offering face to face and personal advice.

Outside of work, Gary is a keen football fan and enjoys spending time with this family and friends.

Our people - Contact me

We're ready to help