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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, savings & investments and taxation & trusts as well as equity release and long term care provision. With over twenty seven years experience within the financial services industry he has provided clients with advice on both a personal and corporate level. However, he mostly enjoys advising on investments and in the “at retirement” market, helping people achieve their financial goals, aims and ambitions.

Gary joined as an adviser in January 2012 and took over as Managing Director in January 2017 with the aim of ensuring that all of our clients continue to receive the best possible advice and service in a helpful and friendly environment.

 

Other contacts

Derek Brownie APFS

Chartered Financial Planner

Colin Beton MLIBF

Consultant

Registered in England and Wales No 7174102. Registered Office. Paradigm House, Brooke Court, Wilmslow Cheshire. SK9 3ND
Perspective (Home Counties) Ltd is an Appointed Representative of Perspective (South) Limited, 3 Whittle Court, Seebeck Place, Knowlhill, Milton Keynes. MK5 8FT which is authorised and regulated by the Financial Conduct Authority.
Perspective (Home Counties) Ltd is a subsidiary of Perspective Financial Group Ltd.
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

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