Gary works collaboratively with high-net-worth private individuals and their families, creating comprehensive and robust financial plans for them by linking their lifestyle goals with their wealth. He has expertise in pensions, intergenerational wealth planning and investment planning.
He is always honest with his clients, telling them what they need to hear – even though this is not always what they want to hear. This ultimately brings about better results and allows him to build trusting relationships.
Gary started his financial services career as a Mortgage Adviser for a high street bank in 1999. He began paraplanning in 2005 and joined Brewin Dolphin in 2012 in that role before progressing to Financial Planner four years later. Based at Brewin Dolphin’s Birmingham office, he is a Fellow of the Personal Finance Society.