Gary Steel FPFS, Chartered Financial Planner

About Gary

I have worked in financial services for 25 years and have been providing advice and planning expertise to wealthy individuals and their families for 11 years, with a particular emphasis on lifestyle financial planning. I am also a Chartered Fellow of the Personal Finance Society.

My purpose is to help clients achieve their ideal life by aligning their finances to their ambitions. We do this together by working on a clear roadmap of how they will achieve their goals and maintain their ideal lifestyle, whatever that looks like for them.