0330 038 8940
Based in Southport
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: October, 2021
4.8 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: 13 April 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Gary has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 13 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: 23 April 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
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 20 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 20 first impressions)
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: 13 April 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Gary has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 13 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: 23 April 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
20
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 20 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 20 first impressions)
Financial Planner working at KBA. Financial Planning isn't simply about the numbers, it starts with YOU. I am passionate about getting to know you and your family. What is your story? What is important in your life now? What are your future plans? I want to build a lifetime relationship with you and work together to put solid, financial plans in place.
Offers available through VouchedFor
Contact Gary through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£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
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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Clients' level of financial expertise
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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Adviser Disclaimer
KBA The Financial Planning Company is a trading name of KBA FS Ltd, which is an appointed representative of Openwork Limited which is authorised and regulated by the Financial Conduct Authority. YOUR HOME MAY BE REPOSSESSED IF YOU DO NOT KEEP UP REPAYMENTS ON YOUR MORTGAGE. Approved by The Openwork Partnership 19/03/2025.