Independant Financial Adviser
Gary joined Morris Owen as an Independent Financial Adviser in 1998 after working for a large insurance company for 12 years in a variety of roles. In addition to providing general financial advice Gary specialises in Wealth Management and complex pensions work and holds the specific qualification allowing him to advise on pension transfers. Gary also advises on more specialist work, in particular relation to clinical negligence settlements and the appropriate use of any awards working closely with numerous local solicitors.
As well as being responsible for the department’s day to day management, Gary jointly runs a seminar with one of our Tax Consultants advising clients how to prepare for the eventual sale of their business.”
Gary is available in the office predominantly between 9.00am and 5.15pm Monday to Friday.
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