Gary Davies
Ellis Bates Financial Advisers (part of Shackleton)
Minimum savings/pensions: Over £100,000
Unavailable for contact through VouchedFor
Based in Prenton
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: July, 2022
4.8 out of 5
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gary is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gary's status
Last checked: 25 April 2025
Gary is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gary's status
40
Recent Client Reviews
Gary has received 40 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 40 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: 05 March 2025
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.
Qualifications Uploaded
Gary has not yet added their qualifications to their profile
Qualifications not yet added
Gary has not yet added their qualifications to their profile
Transparent Fees
Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gary has provided information on their typical fees
Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
42
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 42 first impressions)
100% of users who are not yet clients had a positive first experience with Gary
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 42 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Gary is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gary's status
Last checked: 25 April 2025
Gary is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gary's status
40
Recent Client Reviews
Gary has received 40 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gary has received 40 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: 05 March 2025
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.
Qualifications Uploaded
Gary has not yet added their qualifications to their profile
Qualifications not yet added
Gary has not yet added their qualifications to their profile
Transparent Fees
Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gary has provided information on their typical fees
Gary has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
42
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 42 first impressions)
100% of users who are not yet clients had a positive first experience with Gary
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 42 first impressions)
I have worked as a Financial Planner since 1998 including experience with HBOS and Nationwide Building Society. I am Diploma and Financial Planning Certificate qualified and have a vast knowledge of the Financial Services industry. My approach is to help my clients realise their dreams. I believe strongly in building relationships with my clients which last a lifetime as opposed to just a singular event, as financial needs change regularly over time. I am therefore a strong advocate that your finances should be reviewed on a regular basis, so your plans stay in tune with your current circumstances and aspirations. Areas of financial advice I help my clients with include: • Financial lifestyle planning • Retirement planning • Pension planning • Insurance and protection • Inheritance tax planning • Wealth management • Investment planning including asset allocation and diversification • Business protection and group pension schemes • Tax planning I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life. I offer expert financial solutions and services, from starting your investment or pensions strategy journeys right up to protecting your family’s inheritance in later life – and everything in between. In my spare time I enjoy spending time with my family and 2 dogs and love to go on holiday to see different parts of the world.
£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
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