0330 038 8942
Based in Warrington
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: May, 2024
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: 09 May 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
45
Recent Client Reviews
Gary has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 45 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 19 November 2024
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.
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
Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
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: 09 May 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
45
Recent Client Reviews
Gary has received 45 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 45 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
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.
Last checked: 19 November 2024
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.
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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
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
I am the founding director of Chartwell Financial Services which was established in 2002. Having started my career with Standard Life in 1986, I have over 35 years experience within the Financial Services industry and during this time, I have built up long-term, valued relationships with my clients many of which have been working with me for over 20 years. Whilst specialising in pre and post retirement advice, I offer holistic financial advice to all current and prospective clients including tax planning, estate planning, retirement income strategies, protection advice and cash flow modelling. Please contact me if you wish to arrange a free, non-obligatory initial discussion.
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
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