Gwilym enjoys working with high earning families and successful professionals to help them to achieve financial independence and to live the lives they desire.
Working to a carefully created personal financial plan, Gwilym aims to build long term relationships with his clients to ensure that their medium and long term planning goals are continuously being updated and ultimately achieved.
Gwilym joined Sanlam in 2010 after graduating from the University of Aberdeen, and has since achieved Chartered Financial Planner status. In 2018 he was made a Fellow of the Personal Finance Society.
Gwilym particularly enjoys estate and retirement planning, and holds the pension specialism qualification. In addition he has won a number of UK industry recognised awards in this field.
Gwilym is married with three children. Away from work if he isn’t clocking up the miles in his running shoes, Gwilym is attending football, rugby and swimming lessons with his children or on the beach with their family dog. Family is incredibly important to Gwilym, and he enjoys working with people who hold similar values.