Gary Shepherd

Gary knows his way round the industry like no one else – he’ll probably remind you that he met you a few years ago at an industry event (or perhaps in a bar afterwards?). Gary looks after all the business development activities – identifying opportunities, marketing, sales and and works with the team on managing existing client relationships.

Gary started out as an IFA in the early 90’s but has been providing software solutions to IFAs for the last 18 years. Gary has extensive experience of both the Advisory and discretionary sectors of the industry and intimately understands the workings of an adviser’s office and how software solutions are instrumental in enabling business’s to implement consistent processes.