Gary joined us in January 2004 from the Co-operative Insurance Society (CIS), where he was a Sales Manager in charge of a large team of financial advisers. He has been advising clients in all areas of financial planning since 1998 and has expert knowledge in a wide range of financial planning areas, including pensions, investments and protection plans.

Accreditations and memberships

  • Diploma in Financial Planning (DipPFS)

Away from the office

Gary is married with one daughter. He enjoys spending time travelling in his motorhome at weekends, visiting different places in Scotland. During his younger years he played table tennis to a very high standard, having represented Scotland at schoolboy level.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Gary’s entry on the FCA Register here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.

An adviser’s SPS must be renewed annually. We can provide you with a copy of the SPS on request.