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.
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