Gary is a member of Perspective’s Advisory Board and is qualified to Diploma level through the Personal Finance Society and is working towards Chartered status. He holds individual qualifications in pensions, investments, taxation & trusts.
He also holds qualifications in Long Term Care provision and has achieved full membership of the Society of Later Life Advisers (SOLLA), which is an endorsement of the 30+ years’ experience he has of working with, and understanding the needs of, older people and their families and carers.
Gary feels passionately about giving clients sound advice, particularly in how best they can have the retirement they deserve and gain peace of mind, knowing all their needs and objectives are taken care of. He ensures all clients receive the best possible advice and service in a helpful and friendly environment.
The Financial Conduct Authority does not regulate taxation/ trust advice.