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. His role was to develop and deliver financial advice to business owners and wealthy private individuals. Gary is a Fellow of the Personal Finance Society and one of a small number of Chartered Financial Planners in the UK.
Tonia is our Office Manager and has over 27 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 31 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 has over 12 years experience in the Financial Services Industry as a fully qualified Administrator (Cert CII, Life & Pensions) who is committed to her continued professional development, having achieved the Certificate in Financial Administration and is a member of the Life & Pensions Faculty.