About Gershom Chan

Gershom grew up in Edinburgh and relocated to Newcastle in 2017 along with his wife and 2 children. After leaving University he started his career in financial services in 2008 working for the Banking sector where he trained as a Financial Adviser advising on wealth management and financial planning. His experience and qualifications in banking, financial planning and wealth management gives him a broad knowledge and perspective of financial services making him ideal to serve individuals and families in their personal finances.

“Managing your finances well isn’t just about reviewing the numbers, but rather what it enables you to achieve. I want to help people and their families reach their own life goals and to do the things most important to them.”

Gershom is a keen musician and enjoys playing the piano, violin and classical guitar. He also enjoys watching movies and cooking his favourite dishes and reading to his children.

Business Qualifications

Higher Education Qualifications