Gary has been in the financial services sector since 1984. After qualifying at a firm of London based financial advisers, he moved to Birmingham to work for a regional financial advisory firm, as Director of Financial Planning, developing and delivering financial advice to business owners and wealthy private individuals. Gary is an Associate of the Personal Finance Society. He is one of the very few Chartered Financial Planners in the UK, and a pension transfer specialist (G60/CF9 qualified). Gary founded Broughtons Financial Planning Ltd in 2001 and has extensive experience in advising a wide variety of our clients, including Entrepreneurs, Senior Executives, Trustees and those from the professions.

Tonia is our Office Manager and has over 17 years experience in the financial services industry, having completed two stages of the Financial Planning Certificate. Tonia also acts in the capacity of Gary's assistant and she is fully conversant with each client's portfolio and happy to assist with queries of an administrative nature.

Donna is our Accounts Manager with over 22 years experience in the financial services industry. She is fully conversant with all aspects of financial planning administration, although her particular area of expertise lies with cashflow reconciliation and accounting.

Karen is the newest member of our Team and is likely to be the first person you will speak to when calling the office. She has over 3 years experience in the Financial Services Industry and is an excellent Administrator and a valued member of our Team.