Gary is a director and Chartered Financial Planner, leading the financial planning team in our Taunton office. He has specialist knowledge in the areas of tax efficient investing, pension planning, investment planning, corporate financial planning and care fee planning.
Gary joined PKF Francis Clark in April 2008 and has more than 30 years’ experience of working in the financial services industry. He has attained Chartered Financial Planner status, which is the highest level of qualification available within the financial advice industry. He specialises in creating detailed, cohesive and tax optimised financial plans for his clients, providing them with the confidence that their money is working for them efficiently and is on track to provide for their future needs.
Gary works in partnership with his clients over many years, ensuring their plans remain relevant to their needs, on track to achieve aims and are adaptable to reflect legislative changes and new opportunities.