Gary Leftley Email & Phone Number

Having worked in the financial services industry since 1994 I have a wealth of experience in all areas of financial planning.I am passionate about providing trusted advice and education across all areas of retirement and tax planning, investments and protection, providing a holistic financial planning service.I use sophisticated cashflow modelling software to help you develop lifetime financial plans and to bring your financial future to life.I work extensively with business owners, high earners, and high net worth individuals, all of whom require specific, expert tailored advice.I work alongside the mortgage, equity release, wills and trusts team at Ellis Bates to offer you expert financial solutions and services from saving up for your first home to protecting your family’s inheritance in later life – and everything in between.I also work closely with our in-house Investment Team, who deliver a first class socially responsible investment proposition, along with an extensive range of strategies to suit all risk appetites.It is vital to seek expert, qualified advice at all of these junctures as there are a myriad complex legal and financial considerations to take into account that will impact your future financial position and peace of mind.I work both alongside other professional service advisers including divorce lawyers, solicitors, accountants and tax advisers, to offer you a holistic plan to grow and protect your wealth. Business Owners & DirectorsWhether you have your own business or work for someone else, I can provide a bespoke solution to protect and grow your wealth.You are an expert in your field and likewise I am an expert in financial planning so you are able to place your trust in me and Ellis Bates and focus on running your business. Every forward-thinking business owner and Director needs to plan their own personal future, the future of their loved ones and the future of their business. We have a unique process designed to analyse, prioritise and reload our clients’ financial situation, aligning resources with goals and objectives.Free Initial Appointment If you’re interested in learning more or you’d like to discuss optimising your financial affairs, just message me and I'll be happy to tell you more.