Chartered Institute of Securities and Investments
Business Development Manager
Gary has worked in investment management and finance for over 20 years, including being Head of Trading for a regional Wealth Management firm. He specialises in developing business by raising awareness through communication and is qualified in marketing through the Chartered Institute of Marketing, as well as being a fully qualified Chartered Wealth Manager and a Chartered Fellow of CISI. He believes in matching client requirements to areas of expertise provided through partnerships with intermediaries such as accountants and solicitors.