0330 038 8938
Based in Belfast
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: November, 2021
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Gary has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 15 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Gary has not yet added their qualifications to their profile
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Gary has not yet added their qualifications to their profile
Transparent Fees
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Gary has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 19 April 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
10
Recent Client Reviews
Gary has received 10 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 10 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 15 January 2025
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Qualifications Uploaded
Gary has not yet added their qualifications to their profile
Qualifications not yet added
Gary has not yet added their qualifications to their profile
Transparent Fees
Gary has not yet added their fees to their profile
Fees not yet added
Gary has not yet added their fees to their profile
UK Financial Adviser of the year "Innovation and Excellence Awards" 2023. I am a fully qualified Chartered Certified Accountant and Financial Adviser with over 20 years advisory experience. I am responsible for a diverse portfolio of clients and can advise on a range of areas, including Retirement Planning, Savings and Inheritance Tax planning. My objective for any client is to empower them to make informed and confident decisions, always working in partnership with them to understand what is truly important. You may want to retire early, grow to the next level or protect against unforeseen circumstances. I can work with you and help you to achieve this and advise you how to protect the investment or legacy that you have worked hard to build. I believe ongoing advice is key to reaching your goals and securing your financial future. I am committed to building long-term relationships based on trust and integrity. Get help with a wide range of investment options, including equities, funds, bonds, and ISAs. Warning: The value of investments and any income from them can fall as well as rise and you may not get back the original amount invested.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gary's clients
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This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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