0330 038 8940
Based in Hexham
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: September, 2018
4.8 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Gary has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Gary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Gary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gary has not yet added their fees to their profile
Fees not yet added
Gary has not yet added their fees to their profile
11
Positive First Impressions
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 11 first impressions)
82% of users who are not yet clients had a positive first experience with Gary
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 11 first impressions)
Checks carried out by VouchedFor
FCA Regulated
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 04 April 2025
Gary and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
14
Recent Client Reviews
Gary has received 14 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 14 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 09 October 2024
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
4
Qualifications Uploaded
Gary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
4 qualification certificates available to view
Gary has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gary has not yet added their fees to their profile
Fees not yet added
Gary has not yet added their fees to their profile
11
Positive First Impressions
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 11 first impressions)
82% of users who are not yet clients had a positive first experience with Gary
82% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 11 first impressions)
After working in financial services for over 30 years, I am now a Chartered Financial Planner, a Certified Financial Planner and a Fellow of the Personal Finance Society. Very few financial professions hold all three esteemed accreditations. My expertise lies in helping people to prepare financially in order to enjoy the aspiration-driven retirement they deserve. I believe the best financial advice comes from a full understanding of your personal situation; not from a list of financial products you or anyone else thinks you might need. It comes from a strategy that has your best interests, goals and ambitions at its heart. It comes from a Lifeplan. Over the years, I have become a specialist in helping people at every stage of the retirement process: • Approaching retirement: I’ll ensure you can retire with the income you need to achieve your goals. • At retirement: I’ll create a bespoke financial plan that will give you the confidence to retire worry-free. • In retirement: I’ll ensure you are making the most of your retirement income, in a way that is secure, structured and sustainable. • Wills & trusts: I’ll create a strategy that will ensure your assets will be distributed according to your wishes. There are many things that make Lifeplan stand out from the crowd. • We are Chartered. Chartered status positions our firm amongst the UK’s leading practices. You can therefore rest assured that your finances are being looked after by accredited, knowledgeable professionals. • We are Financial Planners. We believe in proper financial planning, driven purely by your goals. • We are independent. We have no contractual relationships driving our planning process. Instead, we only ever recommend the financial solutions that will best allow you to achieve your goals. If you would like to understand more about how financial planning can help solve your current financial concerns, as well as improve your future, please get in touch. I’d be delighted to hear from you.
Offers available through VouchedFor
Contact Gary through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gary's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
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