Our Medical Specialist Financial Planners

After completing his degree in Mathematics, Gerrard began his financial services career in 2000, working as a Trainee Financial Adviser with CIS. He worked mainly in pensions and investments, before moving onto working in the banking and mortgage sectors.

In 2015, he started working with hospital doctors at Wesleyan, covering the areas of Manchester and Cheshire. Over a period of almost a decade, he has gained specialist knowledge of the NHS Pension Scheme, as well as Inheritance Tax planning and pensions.

Gerrard now works as a Specialist Financial Planner covering the North Midlands and North Wales regions, encompassing Leicester to the South-East, Manchester to the North and Anglesey to the West.

He likes to spend time with his family at the weekend and occasionally finds time to go to the football.

Nicola has worked in financial services for over 30 years, and is dedicated to ensuring her clients receive the right advice, at the right time, for their personal circumstances.

She puts her clients at the heart of any advice she provides, recognising that they are the most important person in the process. As a result, she is often told by clients that they have a deeper understanding of their financial position after working with her, and that they are looking forward to their futures.

Nicola understands the importance of 'sitting in the seat of retirement', working with people to solidify their later life plans in a way that removes any stress from the process, meaning they can enjoy the next chapter of life.

Using comprehensive cashflow modelling, Nicola can also advise on a range of complex financial areas, including business exit strategies, legacy and estate planning, and investing.

Jackie has worked at Wesleyan for 25 years, in a variety of roles, including supporting newer Specialist Financial Advisers through their professional qualification exams.

She became a Specialist Financial Planner in 2021, joining a small team of advisers who offer complex advice in a number of financial areas - from estate planning to retirement planning.

Jackie lives in North Wales, but covers the whole of the Northwest of England, meeting clients in whichever way suits their preferences. She feels blessed to have enjoyed a long career at Wesleyan, supporting medics and their families with their financial planning needs.

Outside of work, Jackie spends her time walking in the countryside with her two dogs and horse-riding. She also volunteers at her local stables every weekend and is a very proud mum of three delightful sons.

Lisa has worked in the financial services industry for over 20 years. She joined Wesleyan five years ago and currently holds the role of Specialist Financial Planner, supporting GPs and hospital doctors.

At Wesleyan, Lisa offers a wealth of knowledge and expertise, including helping clients navigate the complexities of the NHS Pension Scheme.

She also provides advice on other complex financial matters - from retirement planning to establishing current and long-term goals for clients, and how they can achieve them.

Stuart holds a first-class honours degree in Accountancy with Finance from the University of Ulster, and is level 4 qualified in Regulated Financial Planning. He joined Wesleyan in 2019, but has been working in the financial industry since 2011.

Stuart specialises in providing retirement and estate planning to hospital doctors, GPs and their families. He also provides specialist investment and protection advice to limited companies.

Stuart currently provides advice to clients based in Scotland and Northern Ireland.

Sarah is a Specialist Financial Planner with 36 years' experience in financial services, with 33 of those years spent in financial planning.

She joined Wesleyan as a Specialist Financial Planner nine years ago, offering expert support to help her clients navigate a range of complex areas, including retirement planning, legacy and estate planning, and making the most of business assets.

Working alongside Specialist Financial Advisers across the South West Region, Sarah's approach is professional but personable, ensuring complete peace of mind for clients and their families.

Martin began his career in 1998, working as a cashier for Woolwich Building Society. He started providing mortgage advice in 2000, and has since increased his knowledge and skills in a variety of environments - from banks to building societies and specialist brokers.

Martin joined Wesleyan in 2012, working with doctors until March 2018. He then left to work as an IFA, but returned in 2019 to work with GPs, allowing him to gain a detailed understanding of both roles.

In his current role, Martin covers areas in the South-East of England, providing advice in a range of specialist areas, including tax efficiency, estate planning and pensions. He also became a Chartered Fellow of the Personal Finance Society in 2019, before completing a Master's degree in Global Finance with The University of London in 2024.

When he isn't working, Martin can be found at his local cricket club. He is the proud father of a son who also plays cricket, as well as being a coach for an U11s softball team.