Gary acts as your ‘financial conscience’. Quite simply he gets people to think about their future, their family’s future and the future of their business – and then helps them plan to achieve their goals.
Gary helps clients to explore where they want to be financially, identify where they are now and get to work on planning to meet the invariable shortfall.
There are many ways to make yourself financially secure in later life, so you don’t have to pin all your hopes on an agency sale sometime in the future that may or may not happen.
As a financial adviser Gary meets with his clients bi-annually to constantly review their planning to ensure that it remains on track to meet their stated financial needs and objectives. These regular meetings coupled with ad-hoc support gives his clients one less considerable thing to think about. He acts as their ‘financial conscience’ so they don’t have to.
Areas of expertise
Personal financial planning
Experience in the design industry
Design industry experience: 6 – 10 years
Personal Finance Society (PFS)
Chartered Insurance Institute (CII)