Chesham
Gary has been a Financial Advisor for over 30 years. He joined Perspective (South East) in 2012.
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/ trust advice.
The information contained within the website is subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.
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 9123