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Independent Financial Advice

We are one of the few legal practices to offer our clients independent advice through tailored financial planning and accountancy services. We are regulated by the Financial Services Authority and are committed to providing clients with a quality-assured service.
 


Gary Shield
Gary specialises in investment and pension planning. He is qualified to a very high standard and holds the Advanced Planning Certificate in Tax & Trusts/Personal Investment Planning/Pension Planning and is member of the Personal Finance Society.

Specialisms

  • Investing for growth/income
  • ISAs, PEPs, Unit Trusts/OEICs, Bonds
  • Pension and retirement planning
  • Personal and company pensions, transfers and annuities
  • Life, critical illness and health insurance
  • Trusts and inheritance tax planning
  • Accountancy
  • Tax planning