As a local Independent Financial Advisor, based in Chard, Gary offers all his clients a very friendly, courteous and completely confidential service. He is skilled at using his wealth of experience to translate the jargon of the finance industry into plain english that is clear concise and easily understood by all.
Free of ties or obligations to any financial companies Gary is able to select the best product for each client from the broadest possible range, ensuring that you get the right product for your personal situation.
Gary is fully qualified to help his clients with all aspects of wealth management from short term savings to long term investments, from planning for future school or college fees to next years holidays.
Mortgages of every type are available including, commercial, buy-to-let, residential, and many others.
Gary can find the right insurance product for you whether you need to protect yourself against illness or injury, find life insurance or cover for your buildings and contents.
As he is currently one of only a few IFAs in the Chard area who are qualified to advise clients on equity release schemes, Gary's office should be your first choice when considering this or any other major financial changes in your life.