Managing Director
CurrentPanoramic Wealth Management looks to build and maintain a professional relationship providing tailored advice for owner manager business and individuals for their own financial journey.
Nov 2015 - Present
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Gary Jefferies Email & Phone Number
Panoramic Wealth Management Ltd
at
Panoramic Wealth Management Ltd.
1 work email found
@panoramicwealth.co.uk
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✓ Verified Jun 2026
4 data sources
Profile completeness 100%
Current company
Role
Panoramic Wealth Management Ltd
Location
Tonbridge, England, United Kingdom
Company size
Who is Gary Jefferies? Overview
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Quick answer
Gary Jefferies is listed as Panoramic Wealth Management Ltd at Panoramic Wealth Management Ltd., a company with 5 employees, based in Tonbridge, England, United Kingdom. AeroLeads shows a work email signal at panoramicwealth.co.uk and a matched LinkedIn profile for Gary Jefferies.
Gary Jefferies previously worked as Managing Director at Panoramic Wealth Management Ltd. and Director at H & D Wealth (Tw) Ltd. Gary Jefferies studied at Forest School.
Company email context
Email format at Panoramic Wealth Management Ltd.
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{first}@panoramicwealth.co.uk
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Profile bio
About Gary Jefferies
I am an experienced Chartered Financial Planner dedicated to helping my individual and business clients complete their financial journeys. Why do I do this? It’s because I want for my clients exactly what I want for myself and my family – to be financially secure because of the good decisions and choices I make. This drives my thinking each and every day.How do I do this? I specialise in helping clients to realise their financial ambitions and objectives with solutions which perfectly reflect their own personal life journeys, and their own personal landscapes. This includes: Personal Wealth Planning to help clients make the most of their money by investing to achieve specific targets, including being comfortable in retirement. I also provide advice and guidance on the new Pension Freedom rules, and help clients with issues and opportunities surrounding tax and trusts.I help business owners protect their businesses against unexpected threats to revenue, and I advise owners wanting to sell their business as part of their wider financial plans. I also advise businesses looking to outsource their auto enrolment administration.
Listed skills include Pensions, Financial Services, Investments, Financial Advisory, and 16 others.
Current workplace
Gary Jefferies's current company
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Panoramic Wealth Management Ltd.
6 roles
Gary Jefferies work experience
A career timeline built from the work history available for this profile.
Director
H & D Wealth (Tw) Ltd
An appointed representative of a large regional IFA practise H & D Wealth Ltd that can trace its routes to a history of over 100. Personally continued to provide tailored financial planning advice to business owners and high net worth individuals across the UK.
Nov 2009 - Oct 2015
Ifa Associate
Advised clients on all areas of Financial Planning and authorised for pension occupational transfer and investments – all requiring specialist licences granted by the group.
Nov 2003 - Nov 2009
Director
Warwick Leigh Financial Adviser
Established own company to provide an in-depth financial planning offering for the corporate and personal market place. Business introduction primarily by way of referrals from other professionals such Accountants and Solicitors.
May 1991 - Apr 2004
Director
The Personal Finance Society
Main Board Director and subsequently Vice Chairman of Society of Financial Adviser (SOFA) now know as the Personal Finance Society (PFS). Areas of involvement included Editor of Technical Adviser (the society’s national publication) representing the body in respect of Later Life Planning and involvement with the early groundwork for the industry moving to.
Nov 1997 - Nov 2002
Head Of Fianancial Services Department
Cooper & Burnett Solicitors
Ran the in-house financial services department of this large regional solicitor practise, advising clients on general aspects of financial planning and trustee investments.
Jul 1987 - Apr 1991
2 education records
Gary Jefferies education
Education record
Forest School
Education record
Forest School Snaresbrook
FAQ
Frequently asked questions about Gary Jefferies
Quick answers generated from the profile data available on this page.
What company does Gary Jefferies work for?
Gary Jefferies works for Panoramic Wealth Management Ltd..
What is Gary Jefferies's role at Panoramic Wealth Management Ltd.?
Gary Jefferies is listed as Panoramic Wealth Management Ltd at Panoramic Wealth Management Ltd..
What is Gary Jefferies's email address?
AeroLeads has found 1 work email signal at @panoramicwealth.co.uk for Gary Jefferies at Panoramic Wealth Management Ltd..
Where is Gary Jefferies based?
Gary Jefferies is based in Tonbridge, England, United Kingdom while working with Panoramic Wealth Management Ltd..
What companies has Gary Jefferies worked for?
Gary Jefferies has worked for Panoramic Wealth Management Ltd., H & D Wealth (Tw) Ltd, Park Row Associates Limited, Warwick Leigh Financial Adviser, and The Personal Finance Society.
Who are Gary Jefferies's colleagues at Panoramic Wealth Management Ltd.?
Gary Jefferies's colleagues at Panoramic Wealth Management Ltd. include Jill Jefferies Assoc Cipd.
How can I contact Gary Jefferies?
You can use AeroLeads to view verified contact signals for Gary Jefferies at Panoramic Wealth Management Ltd., including work email, phone, and LinkedIn data when available.
What schools did Gary Jefferies attend?
Gary Jefferies studied at Forest School.
What skills is Gary Jefferies known for?
Gary Jefferies is listed with skills including Pensions, Financial Services, Investments, Financial Advisory, Strategic Financial Planning, Inheritance Tax Planning, Portfolio Management, and Trusts.
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