He is both a Chartered Financial Planner and a Chartered Financial Analyst (Level 1). He advises on all aspects of financial planning; including long term strategy, investment portfolio construction, taxation and technical matters. Gary is very personable and enjoys building strong relationships with clients; this helps develop a thorough understanding of an individual ’s circumstances and this means he is best placed to help them work towards meeting their financial objectives. Gary is familiar with helping clients understand how much they need to save for retirement, when they can retire and whether they can afford to make gifts to their children and/or charity.
Outside of work, Gary enjoys competing for his local athletics club in middle distance, endurance and cross country races, road cycling and sailing and he competed in the 2017 Fastnet race.
Professionalism; efficiency; clarity of advice and friendliness of advisers especially Gary Horn.