Gerard Kelly

Wealth Management Consultant
About Gerard

Following nine years with Nationwide Building Society I joined Mattioli Woods in 2022. Throughout my career I have acquired an extensive knowledge of the industry while working alongside clients to meet their goals and aspirations in the mortgage and protection, equity release and financial planning arenas.

I made the decision to join Mattioli Woods because I wanted to expand the areas in which I could provide clients with advice in an ever complex financial world. I advise clients in a straightforward, jargon-free way to ensure they obtain a greater understanding of their financial position following our meetings.

I take great pride in my career progression, which has been made possible through taking a genuine interest in the lives, objectives and concerns of my clients. I am committed to professional development and am currently studying towards becoming a chartered financial adviser. 

When the workday is done my time belongs to my wife and daughter, going for long walks with the dog or visiting a local park/petting zoo. If I am fortunate, I may be able to squeeze in a game of golf, going to the gym or watching my favourite football team!

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