Gary Jefferies

Gary Jefferies Email and Phone Number

Panoramic Wealth Management Ltd @ Panoramic Wealth Management Ltd.
wells, somerset, united kingdom
Gary Jefferies's Location
Tonbridge, England, United Kingdom, United Kingdom
Gary Jefferies's Contact Details

Gary Jefferies work email

Gary Jefferies personal email

n/a
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.

Gary Jefferies's Current Company Details
Panoramic Wealth Management Ltd.

Panoramic Wealth Management Ltd.

View
Panoramic Wealth Management Ltd
wells, somerset, united kingdom
Employees:
5
Gary Jefferies Work Experience Details
  • Panoramic Wealth Management Ltd.
    Managing Director
    Panoramic Wealth Management Ltd. Nov 2015 - Present
    Tunbridge Wells
    Panoramic Wealth Management looks to build and maintain a professional relationship providing tailored advice for owner manager business and individuals for their own financial journey.
  • H & D Wealth (Tw) Ltd
    Director
    H & D Wealth (Tw) Ltd Nov 2009 - Oct 2015
    Tunbridge Wells
    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.
  • Park Row Associates Limited
    Ifa Associate
    Park Row Associates Limited Nov 2003 - Nov 2009
    London, United Kingdom
    Advised clients on all areas of Financial Planning and authorised for pension occupational transfer and investments – all requiring specialist licences granted by the group.
  • Warwick Leigh Financial Adviser
    Director
    Warwick Leigh Financial Adviser May 1991 - Apr 2004
    Tunbridge Wells
    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.
  • The Personal Finance Society
    Director
    The Personal Finance Society Nov 1997 - Nov 2002
    London, United Kingdom
    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 chartered status.
  • Cooper & Burnett Solicitors
    Head Of Fianancial Services Department
    Cooper & Burnett Solicitors Jul 1987 - Apr 1991
    Tunbridge Wells
    Ran the in-house financial services department of this large regional solicitor practise, advising clients on general aspects of financial planning and trustee investments.

Gary Jefferies Skills

Pensions Financial Services Investments Financial Advisory Strategic Financial Planning Inheritance Tax Planning Portfolio Management Trusts Investment Advisory Finance Financial Risk Sipp Financial Planners Financial Planning Business Planning Strategy Key Person Insurance Mortgage Lending High Net Worth Individuals Funding

Gary Jefferies Education Details

  • Forest School
    Forest School
  • Forest School Snaresbrook
    Forest School Snaresbrook

Frequently Asked Questions about Gary Jefferies

What company does Gary Jefferies work for?

Gary Jefferies works for Panoramic Wealth Management Ltd.

What is Gary Jefferies's role at the current company?

Gary Jefferies's current role is Panoramic Wealth Management Ltd.

What is Gary Jefferies's email address?

Gary Jefferies's email address is ga****@****lth.com

What schools did Gary Jefferies attend?

Gary Jefferies attended Forest School, Forest School Snaresbrook.

What skills is Gary Jefferies known for?

Gary Jefferies has skills like Pensions, Financial Services, Investments, Financial Advisory, Strategic Financial Planning, Inheritance Tax Planning, Portfolio Management, Trusts, Investment Advisory, Finance, Financial Risk, Sipp.

Who are Gary Jefferies's colleagues?

Gary Jefferies's colleagues are Jill Jefferies Assoc Cipd.

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