About Teylu
Gavin Porritt - Founder
Gavin Porritt, Founder of Teylu Financial Planning, has been an Adviser since 1999 and is both Chartered and a Fellow of the Chartered Insurance Institute.
His goal is to save clients the time and energy it takes to manage their financial affairs, so that they are free to focus more closely on matters that mean the most to them. Initially the aim is to increase levels of financial organisation and thereafter provide an impartial second opinion on the financial decisions already taken and those under consideration.
Going forward a creative role is taken in bringing to attention tax, investment and planning opportunities as they arise and establish a regular review system to ensure aims and objectives are achieved.
Typical clients fall within two distinct groups; Generators of Wealth, entrepreneurs, owners of small to medium sized businesses as well as self-employed professionals; and Receivers of Wealth, those in/or planning a comfortable retirement.
A proud Cornishman, away from the office Gavin can usually be found trying to keep up with his young family.
Career
- 1999 - 2000 Consultant, City Financial Partners
- 2000 - 2003 Partner, Inter-Alliance
- 2003 - 2011 Director, Forum Wealth Management
- 2011 – 2023 Chartered Financial Planner, Holborn Financial
- 2024 Founder, Teylu Financial Planning
Qualifications
The Chartered Insurance Institute
Certificate in Financial Planning
- Financial Planning Certificate (Papers 1, 2 & 3)
- CF8 (Long Term Care Insurance)
- GR1 (Group Risk)
Diploma in Financial Planning
- SV1 (Savings and Investments)
- R04 (Pensions & Retirement Planning)
- R08 (Pensions Update)
- J01 (Personal Taxation)
- J03 (The Tax and Legal Aspects of Business)
- J05 (Pension Income Options)
- J06 (Investment Principles, Markets & Environments)
- J10 (Discretionary Investment Management)
Advanced Diploma in Financial Planning
- AF2 (Business Financial Planning)
- AF3 (Pension Planning)
- AF4 (Investment Planning)
- AF5 (Financial Planning Process)
- AF7 (Pension Transfers)
Institute of Financial Services
- Certificate in Mortgage Advice & Practice
University of Bath
- BSc (Hons) Natural Sciences
Member
- Chartered Insurance Institute
- Personal Finance Society
- Insurance Institute of London
- CII Faculty of Life and Pensions
Personal & Leisure
- Wimbledon resident
- Married, 3 children