CFP (TM), Chartered MCSI
Garry is a Chartered Financial Planner, and joined CWB in October 2017.
Qualifications and experience
Garry has been providing his clients with peace of mind for over 25 years, by helping them make smart decisions about their money. He provides wealth management advice to high net worth individuals, business owners and their families by creating bespoke Financial Plans which help them achieve their lifetime goals.
He is a Chartered Financial Planner with The Chartered Insurance Institute, and also a Certified Financial Planner with The Chartered Institute for Securities & Investment.
Outside of the office, Garry likes to keep fit by playing football and hill walking. He also likes to watch sports whenever he gets the chance – particularly Formula 1 motor racing.
What his clients say
Garry explains things in a way that makes complex areas sound simple. He also helps me to understand his advice fully by drawing diagrams and pictures.