Gary is a Financial Planner in the Financial Services team at Punter Southall Aspire. Gary is responsible for the providing the ongoing advice service to a range of private clients assisting with investment, protection and retirement needs. Gary’s experience covers a range of investment vehicles and retirement income options which are tailored to the individual’s needs and objectives. Gary is qualified to the CII Level 4 Diploma and currently working towards the CII Level 6 Advanced Diploma with the ultimate aim of being a Chartered Financial Planner. Alongside client responsibilities, Gary is involved in Punter Southall Aspire’s ‘Green Team’ which aims to reduce the businesses’ impact on the environment, provides a source of knowledge & education to employees and encourages efforts within local communities to support the transition to a net zero carbon world.
Gary spends much of his leisure time with his family, walking the dog and being outdoors. He has a keen interest in mountain biking, snowboarding, playing football and recently began coaching his son’s football team.
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