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Gerry Baker profile image

Gerry Baker

Trustee Director at Citizens Advice Rushmoor
Intro Book
Seasoned financial expert with 30+ years of experience in pensions, investments, and financial planning.
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Location
Greater Guildford Area, United Kingdo...
Skills
  • Pensions
  • Investments
  • Financial Planning
  • Financial Services
  • Wealth Management
  • Show all
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Bio

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Gerry Baker is a seasoned financial professional with over 30 years of experience in pensions, investments, and financial planning. He has held various leadership positions, including Trustee Director, Chartered Financial Planner, and Regional Director. Gerry has worked with prominent companies, such as Citizens Advice Rushmoor, Omnium Wealth Management, and SBJ, providing expert advice on pensions, investments, and financial services.

Experience

  • Citizens Advice Rushmoor
    • Farnborough, Hampshire, United Kingdom
    • Trustee Director
      • May 2015 - Present
      • Farnborough, Hampshire, United Kingdom

      As part of a team of trustees I help with this important charity providing advice to people living in the Rushmoor area.

  • Omnium Wealth Management
    • Guildford, United Kingdom
    • Chartered Financial Planner
      • Dec 2003 - Apr 2018
      • Guildford, United Kingdom

      I worked as a Chartered Financial Planner advising individuals and businesses on a range of financial needs. I also acted as the firms Pension Transfer specialist. I was also Managing Director of a group company providing specialist services to Pension Scheme trustees.

  • Berry Birch & Noble
    • Woking Surrey
    • Senior Consultant
      • Jul 1999 - Nov 2003
      • Woking Surrey

      Advising clients on pensions, investments etc

  • Moores Marr Bradley
    • Head of Employee Benefits
      • 1994 - 1999

      Advising corporate clients on their benefits, supporting other advisers with corporate work.

  • SBJ
    • Leatherhead
    • Regional Director
      • Dec 1987 - Nov 1993
      • Leatherhead

      Looking after a portfolio of Corporate Clients for pensions and financial planning needs.

  • Covey and Somerset
    • Hornsey London
    • Diector
      • Sep 1976 - Dec 1987
      • Hornsey London

      I ran the Life and Pensions department of this busy insurance broker

  • Windsor Life
    • Actuarial Supervisor
      • 1969 - 1973

Education

  • 1967 - 1969
    Bushey Grammar School
  • 1962 - 1967
    Leggatts School

Suggested Services

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Industry Focus. “Non-profit Organizations”

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