Previously Gary has worked in business development roles with insurance companies and has also been a financial adviser. He is a Level 6 Chartered Member of the PFS; his qualifications are FCII, APFS, Chartered Insurer.
He has over 6 years’ experience in compliance related roles and joined Perspective after three years with a large adviser network that acquired a sizeable multi-adviser business.
Gary was given the project of helping new financial planners get to grips with their move, thus giving him hands-on experience of helping financial planners understand unfamiliar processes. Gary is delighted that his T&C role includes working with businesses that have chosen to join the Group.
Gary has worked and lived in Yorkshire for over 20 years, however he was born and bred in Ipswich and enjoys following Ipswich Town F.C. Outside of work he also enjoys listening to Blues Guitar music, preferably with a pint of good ale to hand!