Gary is an experienced professional with over 25 years experience in both personal and business financial planning, developing bespoke strategies to help clients to achieve their financial objectives and ambitions.
For over two decades Gary has worked closely with business owners on all their financial requirements such as corporate pensions planning, investment planning, business protection, mitigating tax liabilities and aspects of business exit strategy* planning. Gary's focus is on maintaining a long-term relationship with his clients and providing them with a source of trusted advice as their financial needs evolve over the short, medium and long term. He strongly believes that face to face advice is the most beneficial for clients.
Outside of work, Gary enjoys golf and spending time with his family.
Vicky provides both clerical and administrative support to our advisers. She is involved with the co-ordination and implementation of office procedures, particularly around client servicing.
Vicky joined SP Wealth Planning in January 2018 after a successful 19 year career with the Co-Op. She has worked in financial services throughout all her working life and is keen to bring this wealth of experience and knowledge to her new role.
Outside of work Vicky has 2 young children and enjoys spending time with them, pursuing lots of outdoor activities and walking their dog. She is a qualified football coach and has recently become a qualified fitness instructor.
Gemma is an experienced administrator who supports the Practice in all aspects of client servicing and business processing. She holds an NVQ in business administration, which provides valuable resources in her day to day role.
Outside of work, Gemma enjoys spending time with her Husband and 2 children, who keep her incredibly busy.
Janine supports the Practice in all aspects of administrative work, particularly around client servicing and events co-ordination.
Prior to joining SP Wealth Planning in 2019, Janine spent 13 years working within the hospitality sector and holds a BA Honours degree in Marketing.
Outside of work, Janine enjoys spending time with her Daughter and likes to travel and socialise with friends.