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Gary has been a Financial Adviser for 30 years. He joined Perspective in 2012 and was appointed Managing Director of Perspective (Home Counties) Ltd in 2017.

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 advice.

Other contacts

Derek Brownie FPFS

Chartered Financial Planner

Colin Beton MLIBF

Financial Adviser

Robbie Branfield DipPFS

Financial Adviser

Registered in England and Wales No 7174102. Registered Office. Lancaster House, Ackhurst Business Park, Foxhole Road, Chorley Lancashire PR7 1NY.
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes MK5 8FT.

Perspective (South) Ltd is authorised and regulated by the Financial Conduct Authority.

Should you have cause to complain, and you are not satisfied with our response to your complaint, you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service Exchange Tower,
London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9 123
www.financial-ombudsman.org.uk

Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.

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