Having progressed within the retail banking side of Barclays Bank for 4 ½ years, I joined David in October 2013 to embark on a career in regulated financial advice. Over the period, aside from helping David to service our new and existing clients from an administration perspective, I have undertaken an intensive 12 month training programme with St. James's Place. This entailed one week per month residential training as well as many hours of personal study and I am pleased to report that I have now completed the relevant qualifications and as of April 2016 I am now a regulated Financial Adviser in my own right.
From a personal perspective I come from a very sporting family, I am an avid follower of Charlton Athletic FC and Yorkshire CCC and have enjoyed coaching youth cricket at my local club for nearly a decade.
I would like to say that my dealings/meetings with Gary have always been productive and I have come away with good advice and a feeling of being positive. Gary is very professional and polite and very thorough in his approach and attention to detail. I would have no hesitation in recommending Gary to others seeking financial advice.
Jeffrey Pye - Retired - Carshalton
Gary Provided us with a great service. He listened to our requirements and found us the best products to meet them. He provided us with great advice and seemed to always have our best interests in mind. I felt completely confident in the advice Gary gave us and would recommend his services.
Amy Marshall - Audit Manager
Gary provided us with an exemplary service. He carefully analysed our situation before offering solutions. In addition he took the time to find out about our future plans. Gary was always on hand to offer advice or to answer questions right the way though the initial process. Whilst extremely professional, he made us feel very relaxed and created a friendly environment which allowed us to be open and honest. I would fully recommend Gary for his services.