Gary
Gary spent 12 years working in retail banking for one of the largest banks in the UK, where he developed an excellent understanding of the financial services industry. In August 2016 he accepted the invitation to join the McMillan Financial Advice team.
He is very keen to build long lasting relationships with all his clients by building trust and delivering quality, holistic financial advice. Gary has excellent knowledge and understanding of pensions and specialises in final salary pension scheme options and all retirement planning. He is also able to advise clients in a variety of areas including investment planning, inheritance tax, mortgages, and financial protection.
Outside of work Gary is a big sports fan and enjoys spending time with his wife and daughter.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time and are generally dependent on individual circumstances.
*This is a Lifetime Mortgage. To understand the features and risks associated with this type of mortgage, please ask for a personalised illustration.
Your home may be repossessed if you do not keep up repayments on your mortgage.
