Gary Wildman

Paraplanner

Work History
Gary has had a long career in Financial Services, working for Aegon Plc for 26 years, latterly in a Senior Management position, prior to joining Financial Management in 2020. Gary’s last role at Aegon was as a Regional Sales Manager. Gary had responsibility for running a Sales team, who worked with IFAs to help them structure solutions for their clients. Within Financial Management, Gary’s role is to analyse and assess the information received from clients and then to work alongside the Adviser to provide recommendations to fulfil the client’s objectives and help them achieve their life goals.

What do you like best about your job?
To review a client’s overall financial position and to help them develop a plan to achieve their life goals.

Interests outside of work?
Gary enjoys all sport, with a particular interest in golf and tennis. In addition, he enjoys good restaurants as well as spending time with his family.

Office
Penn Barn

Telephone
01494 819825

Mobile
07801 786662

Email
gary@fmifa.com

Contact Gary

When you press SUBMIT, you voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with General Data Protection Regulation. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone.

The form has been submitted

Thank you for this confirmation to invest additional funds to your General Investment Account. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.

The form has been submitted

Thank you for this confirmation to invest additional funds to your ISA. We will confirm the bank account to transfer the funds and a reference number. Once the top up has been applied to your tax-free investment account, the Client Support Team will confirm this and provide you with an updated valuation.