About us

Gary is both a Chartered Financial Planner and a Certified Financial Planner. He provides financial planning advice and directly manages relationships with our valued clients. Gary is keen to deliver an excellent service and exceed client expectations where possible.

Gary lives in Warrenpoint with his wife, Brenda and 3 children. The family take up much of his personal time, though he still manages the occasional round of golf at Kilkeel Golf Club where he is a long-standing member.

Having worked in financial services for over 20 years, including well over a decade as a Financial Planner, Gary feels fortunate to have found his true vocation.

As an accredited Chartered Financial Planner and Certified Financial Planner, Gary is both academically and practically qualified to provide a comprehensive financial planning service at the highest level. These qualifications represent the pinnacle of academic achievement in financial planning terms and place Gary in the top 1% of qualified financial planners in the UK.

Gary remains fully committed to ongoing professional development to ensure his clients continue reap the benefits of his specialist knowledge and advanced financial planning techniques.

He is passionate about bringing about tangible improvements in his clients lives.