Gill Perry

I am the Technical Support Manager at Monahans Wealth Management, based in the Bath Office. I am responsible for implementing technical support procedures across all of our offices, making sure that our already high standards are maintained and improved.

My background

In June 2016, I achieved Chartered Status in Financial Planning with the Chartered Insurance Institute and have worked in Financial Services since 2000.

I am a Chartered Financial Planner and became a Fellow of the Chartered Insurance Institute in July 2018.

  • Pensions
  • IHT and Trusts
  • Financial Reports
  • Investment Committee
  • Research
Contact Gill