Gavin at work
My career in financial services began in 2002, and since then I’ve worked across a broad range of roles with leading firms including Standard Life, Prudential, Close Brothers, and Capital Risk Management. Over more than two decades, I’ve become a trusted, highly experienced adviser, supporting countless clients and remaining deeply passionate about helping people achieve lasting financial freedom.
As my career progressed, it became increasingly clear that large corporate agendas don’t always align with the values I believe clients deserve – transparency, integrity, and genuinely independent advice. I wanted to work in a way that always put people first.
That shared belief led me, alongside my friend and colleague Jennifer Muir, to establish CRM Financial Planning.
Today, our firm is committed to rewarding the unwavering trust and loyalty of its clients by ensuring their wellbeing is, and always will be, at the forefront of every decision we make. We proudly help people make confident choices around pensions, investments, protection, and Inheritance Tax planning.
Advice you can trust
Our qualifications and FCA registration show you that we’re experienced, regulated, and accountable, and that our advice meets industry-recognised standards.
The proudest moment of my career was:
Having the courage to launch CRM Financial Planning.
The three things I love most about my job are:
Getting to know clients and understanding what is important to them. Helping them understand their finances and simplifying their affairs. Feeling like we have made a positive difference to their lives.
The types of people I most enjoy working with are:
I love the variation. The great thing about our job is dealing with a vast range of people with different backgrounds and life experiences. No two people are the same.
