Gary Leftley

Gary Leftley

Ellis Bates Financial Advisers (part of Shackleton)

Minimum savings/pensions: Over £100,000

0330 038 8939
Based in Reigate
View location

Top Rated 2025
Verified since: April, 2023

4.8 out of 5

66 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Gary is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gary's status

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Gary has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 November 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Gary has not yet added their qualifications to their profile

  • Transparent Fees

    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

  • 47

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Gary

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 47 first impressions)

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 06 March 2025

    Gary is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gary's status

  • 7

    Recent Client Reviews

    Verified reviews: 100%

    Gary has received 7 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 21 November 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.

  • Qualifications Uploaded

    Qualifications not yet added

    Gary has not yet added their qualifications to their profile

  • Transparent Fees

    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

  • 47

    Positive First Impressions

    96% of users who are not yet clients had a positive first experience with Gary

    96% of VouchedFor users have had a positive (4 or 5 star) first experience with Gary (based on 47 first impressions)

Having worked in the financial services industry since 1994 I have a wealth of experience in all areas of financial planning. I am a Diploma certified financial planner. I am passionate about providing trusted advice and education across all areas of retirement and tax planning, investments and protection, providing a holistic financial planning service. I work extensively with business owners, high earners, and high net worth individuals, all of whom require specific, expert tailored advice. I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life. I offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between. I work with business owners, entrepreneurs and the self employed, offering a wide range of financial advice and planning services including group pensions schemes, group protection solutions, salary sacrifice set up and management, employee benefits packages and financial wellbeing services. Outside of work I enjoy spending time with my family walking our dog and visiting new places.

£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).

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