Gary Epstein

Adviser
Joined KWM

2023

Qualifications

Dip PFS

Bio

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.

Stacey Soloman

KWM are the perfect financial advisers for anyone in the entertainment industry. They understand, listen & relate to me. Having KWM as part of my team has been one of the best decisions I have ever made. KWM are an invaluable part of my team, they have my back, protect me & their advice has always been valuable. I trust them 100% and wouldn’t want to be without KWM.

Stacey Soloman

Big Zuu

KWM, thank you for taking care of me from day 1. We’ve been on a journey and you’ve always advised me to be sensible, forward thinking & smart with my finances. You’ve protected me from making mistakes and helped me make my plans. Your advice is appreciated now, then & forever. Big love my guys x

Big Zuu

Jane Moore

Before I met KWM I had never realised how much value working with an adviser could have for me. Being busy myself, it is hard to find the time to focus on this, but KWM ensure I am engaged when needed, always being creative, proactive, honest and transparent. I would, and have, recommend them to anyone.

Jane Moore

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