Independent Financial Adviser
Gary’s career in Financial Services began in 1988 when he joined Lloyds Bank Plc. After passing his Banking Institute exams, he joined Bradford & Bingley Building Society in 1992 where he qualified as a Financial Planner and advised clients on, and products in an independent ‘whole of market’ capacity.
He joined an estate agency chain in 1996 and worked predominantly in the mortgage market, before being recruited to an IFA firm to work with a network of Estate Agents as an independent, self-employed consultant in 1998.
Having built up a client base in this capacity, his next step took him to a local IFA firm in Hale in 2002 where he became a Partner in 2004. Over the next 8 years, he built a sizeable network of local independent estate agents and private clients in all areas of mortgage, protection, pension andadvice.
He joined Haven early in 2011 and provides holistic financial planning for all types of clients pre and post-.
Gary lives locally with his partner, a teaching assistant for hearing impaired children, and is a keen sportsman who regularly plays football, golf and tennis.