Gary Jefferies Email and Phone Number
Gary Jefferies work email
- Valid
- Valid
Gary Jefferies personal email
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.
Panoramic Wealth Management Ltd.
View- Website:
- panoramicwealth.co.uk
- Employees:
- 5
-
Managing DirectorPanoramic Wealth Management Ltd. Nov 2015 - PresentTunbridge WellsPanoramic Wealth Management looks to build and maintain a professional relationship providing tailored advice for owner manager business and individuals for their own financial journey. -
DirectorH & D Wealth (Tw) Ltd Nov 2009 - Oct 2015Tunbridge WellsAn 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.
-
Ifa AssociatePark Row Associates Limited Nov 2003 - Nov 2009London, United KingdomAdvised clients on all areas of Financial Planning and authorised for pension occupational transfer and investments – all requiring specialist licences granted by the group. -
DirectorWarwick Leigh Financial Adviser May 1991 - Apr 2004Tunbridge WellsEstablished 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.
-
DirectorThe Personal Finance Society Nov 1997 - Nov 2002London, United KingdomMain 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.
-
Head Of Fianancial Services DepartmentCooper & Burnett Solicitors Jul 1987 - Apr 1991Tunbridge WellsRan 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
Gary Jefferies Education Details
-
Forest School -
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.
Not the Gary Jefferies you were looking for?
-
1asapdeliver.com
-
-
1gmail.com
-
Gary Jefferies
Shepton Mallet
Free Chrome Extension
Find emails, phones & company data instantly
Aero Online
Your AI prospecting assistant
Select data to include:
0 records × $0.02 per record
Download 750 million emails and 100 million phone numbers
Access emails and phone numbers of over 750 million business users. Instantly download verified profiles using 20+ filters, including location, job title, company, function, and industry.
Start your free trial