Gary has been working in the financial services sector since 1984 and has been an independent financial adviser in Tenterden since 1999. Gary's expert knowledge and wealth of experience gives our clients the peace of mind from knowing their financial affairs are in capable hands. A Chartered Financial Planner, Gary is a Fellow of the Personal Finance Society, the highest qualification awarded by the Chartered Insurance Institute.
He is therefore expertly qualified to analyse and interpret the constant changes and developments within the financial and investment industry today. Gary holds the Investment Management Certificate from the Chartered Financial Analysts Society of the United Kingdom. Denise worked for Nationwide Building Society for 21 years, including 16 years as branch manager in Tenterden.
He is therefore expertly qualified to analyse and interpret the constant changes and developments within the financial and investment industry today. Gary holds the Investment Management Certificate from the Chartered Financial Analysts Society of the United Kingdom. Denise worked for Nationwide Building Society for 21 years, including 16 years as branch manager in Tenterden.
Services
Investment Choices looks after clients who have accumulated a portfolio of savings and investments and are working towards or already enjoying their retirement. Planning how to manage your assets so they work for you in retirement can be a daunting prospect. Investment Choices can help by taking the stress out of making these important decisions.
At Investment Choices we build open and long-term relationships with all our clients, based on mutual trust and a thorough understanding of their needs and future aspirations. We will work with you to analyse your aims and objectives before reviewing the global investment market and making our recommendations for a personalised financial plan that works for you.
We were referred to a couple who were holding money on trust for a child to receive at adulthood. The capital was an inheritance and had been placed on deposit in a building society. However, this busy couple had additional responsibilities required by law under the terms of the Trustee Act 2000 and asked Investment Choices for help.
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