Gary is not only a Chartered Financial Planner but also a Fellow of the Personal Finance Society. Obtaining Fellowship is the highest academic status a UK Financial Adviser can obtain, which places Gary within a very small percentage of advisers operating in the UK.
Prior to Scott joining us, Gary built and managed client portfolios and headed our Investment Committee. He has over 15 years of experience in managing client money and has achieved the Certificate in Discretionary Investment Management from the Chartered Institute of Insurance.