Gary Smith

Financial Planner,

Gary has over 13 years' experience in UK financial services and started his career with Standard Life before moving into financial planning in 2003. A graduate of Business Studies, Gary has completed the Diploma in Financial Planning and the Mortgage Advice Qualification (MAQ). He is now actively working towards the Advanced Diploma in Financial Planning.

Gary specialises in providing pension taxation advice to members of the NHS and Local Authority pension schemes. His aim is to build a strong relationship by adding value through ongoing service and reviews. His areas of expertise include financial planning, retirement planning and pensions, taxation of investments and Inheritance Tax planning. Outside work he enjoys spending time with his two children, watching football and travelling.

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