About Gary

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Gary commenced his career in financial services in 1986 with one of the 'big four' banks back in the days where every town had a local branch. The bank provided a sound bedrock through quality training and development, Gary soon decided that he would major on the client facing side of banking and soon moved into the role of account opening and loan arranging. The natural progression from this role was to focus more on providing rounded financial advice and he moved into a financial planning role with a major insurance company. It was at this point the formal studying began, resulting in achieving the status of Chartered Financial Planner in 2014.

 

In 2008 Gary joined the financial planning firm of a large regional accountancy practice where he spent 15 years and held a senior management role. This period brought an acceleration of his knowledge through working with a wide variety of clients including business owners and family groups requiring wealth management and tax planning. In 2022 he moved from this role to take up a position of Director of Financial Planning with a national wealth management business in order to focus entirely on client work rather than business management. Finding that he missed the more congenial nature of a smaller firm led him to link up with former colleague Richard Wright at Clearview Wealth.

 

Gary lives in central Exeter with his wife Caroline, they have two daughters who are almost independent! The family also includes two dachshunds' who are more than a handful on occasions.  Gary is a Trustee of Exeter City Supporters Trust and also represents the Trust on the main board of Exeter City Football Club. When he has spare time, he can usually be found travelling around the UK in his camper van and attending various music festivals and gigs.

 

Professional Memberships and Qualifications

 

• Chartered Financial Planner

• Associate of the Chartered Insurance Institute

• Personal Finance Society Advanced Diploma in Financial Planning

• Certificate in Long Term Care Advice

• Mortgage Advice Qualification including Equity Release