Summary

"You hold the key to happiness - It's your choice to open the door"

Money does not guarantee you happiness but understanding how to use it to ensure that you reach the goals that are really important to you can certainly help.

My offering to clients is one of expert advice and is based on nearly 30 years of experience in the financial services industry. I seek to ensure that you understand exactly how financial planning will help you achieve your goals and how far along the journey you are at any point in time.

Happiness comes from knowing you are on the way to getting what you want. Life is for living so spend money on people, experiences or items that will enhance your life. I will help you understand how well you are progressing towards your targets and also help you understand how any expenditure will affect this progress.

I use my experience to minimise the costs of investing money and implement comprehensive strategies to minimise the tax payable on investments - Keeping more of your own money will ensure you achieve your goals more quickly.

I provide advice for clients who would like help with:

- Pension planning

- Investments

- Later life planning inc. Inheritance Tax mitigation and care fees planning

My colleagues, within Whittaker Financial Solutions, can also deal with mortgages, buy-to-let lending and Auto-enrolment for companies.

If you would like to know more then contact me on gary@whittakerfs.co.uk or call me on 07875 758221 and arrange a free initial meeting.


Expertise


I seek to achieve the highest standards possible and am very proud to be a Chartered Financial Planner which is widely seen as the Gold standard for Financial Planners in the UK and which is held by only about 10% of UK advisers. This extra knowledge and experience means that I can be really effective in building financial plans and designing tax strategies that leave you with more money in your investments and therefore closer to achieving your goals.

I am an affiliate of the Society of Trust and Estate Practitioners (STEP) and the knowledge this link requires me to have leaves me ideally placed to advise the more mature person who wishes to:

- Reduce their liability to Inheritance Tax.

- Plan to provide for any future care needs whilst protecting their assets.

- Understand the options available for passing assets down to their family.

- Plan an investment portfolio that meets the above needs

In recent years my knowledge and experience in complex markets has resulted in me working with some major industry bodies including:

SIFA (Solicitors for Financial Advice) - Trustee investment concerns

International Adviser Magazine - Tax efficiency of trustee investments

Legal and General - Mitigating Inheritance Tax, Tax efficiency of investments

I use this knowledge to make a material and positive difference to the lives of individuals and trustees.

I am qualified to advise on all types of pension transfers including Defined Benefit Pension Schemes and use this knowledge to help clients achieve the comfortable retirement they have worked and saved for.


Experience

  • Whittaker Financial Solutions

    Chartered Financial Planner
    - Current
    Whittaker Financial Solutions

Education History

  • Biology, English

    Chepstow Comprehensive
    - 2014

Qualifications

Chartered Financial Planner (G10, G20, G30, G60, G80, K10, K20, J05, J05, J06, FPC) STEP Diploma - Admin of Trusts, Taxation of Trusts and Estates, Accounting for Trusts and Estates STEP Financial Services Certificate Advanced Financial Planning Certificate

Interests and Hobbies

Golf
Swimming
Music of all types
Musical theatre
Football
Cooking (and eating)

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