Contact details
020 3427 3205
Waymark Financial Limited, 34 Lime Street, London, EC3M 7AT
At work
Garrett’s career in financial services began in 2023 in Northern Ireland where he worked as a Trainee Financial Planner.
He is currently working towards his Diploma in Financial Planning and has so far passed his RO1, RO2, RO3 and RO4 exams. He works alongside Rebecca in the paraplanning team doing research and producing suitability reports.
At home
In his spare time Garrett enjoys playing Gaelic Football, going on daily walks and exploring London.
Garrett in the spotlight
My proudest moment working at Waymark Financial:
Providing clear research and guidance to aid with our client’s financial goals and objectives.
The three things I love most about my job are:
Supporting client’s financial journeys, working with a great team and continuing to develop my knowledge
The three words my colleagues would use to describe me are:
Dependable, friendly and driven
On an ideal weekend, you can find me:
Playing gaelic football and exploring London
My favourite holiday is:
Anywhere with a bit more sun than home!
I turn the radio up when they play:
Ice Cube – It was a good day
The three people at my dream dinner party would be:
Michael Jordan, John Bogle and Jermaine Cole
The three small things that make my day better are:
Going for a daily walk, reconnecting with the team and getting into the gym.
R01- Financial Services, Regulation and Ethics: This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
R02 – Investment Principles: This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
R03 – Personal Taxation: This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
R04 – Pensions and Retirement Planning: assesses knowledge and understanding of and ability to analyse pension and retirement planning issues.