Gary joined Caliber in 2013. Before this, he trained as an accountant before switching to financial advice. He specialises in pensions, investments, and estate planning.
The most enjoyable part of Gary’s role is helping clients put plans into place to achieve their objectives. He also enjoys helping clients to spot opportunities that they otherwise likely would not have known about.
This qualification develops the specialist knowledge and skills needed for advising on the transfer of safeguarded benefits.
This qualification assesses a knowledge and understanding of the financial services industry, including regulation, legislation and the Code of Ethics.
This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process.
This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.
This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.
This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.
This qualification helps advisers develop and demonstrate their financial planning capabilities.
This qualification focuses on pension reforms and how they affect advice, including the new legislative, compliance and reporting requirements.
This qualification assesses a knowledge and understanding of the UK regulation environment in the financial services industry, mortgage products, repayment options and the giving of mortgage advice.
This examination assesses a knowledge and understanding of the different types of equity release products, risks to the consumer associated with equity release and application of suitable equity release solutions according to the circumstances of different customers.
The RQF Level 4 Diploma in Regulated Financial Planning meets the FCA’s qualification requirements for retail investment advisers, developing core technical knowledge and financial planning capabilities across six core areas.
The Level 3 Certificate in Equity Release meets the FCA’s requirement for mortgage advisers and those advising on equity release schemes. In addition to developing advisory skills, the Certificate offers an understanding of equity release regulation, products, market practice, and customer needs.
This single unit qualification develops and tests knowledge of pension reforms and how they impact at-retirement advice.
The Level 3 Certificate in Mortgage Advice meets the FCA’s qualification requirements for mortgage advisers. It develops an understanding of the sector and the mortgage process, enabling advisers to meet individual client needs.
This Level 3 Certificate builds knowledge and understanding of the sector’s role and its activities. It considers important customer needs, solutions and products, and how individuals and organisations work within the regulatory and legislative environment.
