We’ve got a new adviser!

We are pleased to announce that Gary Brooks has joined our team this week as a Financial Planner. Gary specialises in Corporate, Investment and Pensions advice and has over 30 years’ experience in the industry.

He says “I have enjoyed seeing many clients, join, accumulate and finally take benefits from the Pension funds I have managed for them. It is a special feeling when the long-term planning and investment strategies I have recommended, allow clients to reach their lifestyle goals.”

If you would like to contact any of our advisers regarding any aspect of financial planning, please call us on 01353 880033