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Gary began his career in financial services in 1990 and is qualified to Diploma level through the Personal Finance Society.

He is currently working towards attaining Chartered Status and holds individual qualifications in pensions, investments, taxation & trusts. Gary 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.  

Gary joined Perspective as an adviser in January 2012 and was appointed Managing Director of Perspective (Home Counties) Ltd in 2017. He ensures all clients continue to receive the best possible advice and service in a helpful and friendly environment.

 

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