Gary Davies

Gary Davies

Shackleton Advisers Limited

Minimum savings/pensions: Over £250,000

0151 221 9700
Based in Prenton
View location
Top Rated 2026
Verified since: April, 2023
4.8 out of 5

218 reviews

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 25 February 2026

    Gary is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gary's status

  • 64

    Recent Client Reviews

    Verified reviews: 100%

    Gary has received 64 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 05 March 2026

    An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.

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  • Transparent Fees

    Gary has provided information on their typical fees

    Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

  • 53

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Gary

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 53 first impressions)

I have worked as a Financial Planner since 1998 including experience with HBOS and Nationwide Building Society. I am Diploma and Financial Planning Certificate qualified and have a vast knowledge of the Financial Services industry. My approach is to help my clients realise their dreams. I believe strongly in building relationships with my clients which last a lifetime as opposed to just a singular event, as financial needs change regularly over time. I am therefore a strong advocate that your finances should be reviewed on a regular basis, so your plans stay in tune with your current circumstances and aspirations. Areas of financial advice I help my clients with include: • Financial lifestyle planning • Retirement planning • Pension planning • Insurance and protection • Inheritance tax planning • Wealth management • Investment planning including asset allocation and diversification • Business protection and group pension schemes • Tax planning I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life. I offer expert financial solutions and services, from starting your investment or pensions strategy journeys right up to protecting your family’s inheritance in later life – and everything in between. In my spare time I enjoy spending time with my family and 2 dogs and love to go on holiday to see different parts of the world.