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Gershom Chan Chartered MCSI, FPFS
Head of Financial Planning

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

Fellow of the Personal Finance Society FPFS
Chartered Financial Planner APFS
UK financial services, regulation and ethics CF1
Investment and Risk CF2
Financial Protection CF3
Retirement Planning CF4
Integrated Financial Planning CF5
Mortgage Advice CF6
Discretionary Investment Management J10
Securities Advice and Dealings J12
Financial Services Products and Solutions LP2
Financial Services, Regulations & Ethics RO1
Investment Principles and Risk RO2
Personal Taxation  RO3
Pensions and Retirement Planning RO4
Financial Planning Practice RO6
Personal Tax and Trust Planning AF1
Investment Planning  AF4
Financial Planning Process AF5
Certificate in Mortgage Advice MP
Diploma in Financial Planning DipPFS
Private Client Investment Advice & Management Chartered MCSI
Professional Banker Diploma PBD
Advanced Diploma in Financial Planning ADFP
Long Term Care CF8

Higher Education Qualifications

Combined Studies in Business BA (Hons)


Contact Gershom Chan

If you would like to get in touch with Gershom Chan, please complete your details and you will receive a response at the earliest possible opportunity. Alternatively contact us via:

0191 281 8811

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