Gary has over 15 years experience in the industry advising on all areas of financial planning, on both a personal and commercial basis. He believes in offering a friendly, personal service and tailors his advice to each individual clients needs. He is the only adviser and his wife Jo works with him as the practice manager. He is happy to see clients of all levels of wealth and they will all receive the same level of service.
Outside of work Gary and Jo have a young son Louis who keeps them busy! When they get the occasional night off they like to frequent many of Moseley's restaurants and drinking establishments.
Gary is a massive sports fan who follows the Bears, Moseley Rugby Club and a West Midlands football team that he won't mention for fear of causing offence!
GRF Wealth Management Ltd is an appointed representative of Vision IFP Ltd, based in Birmingham.
Provide bespoke pension and investment advice in a simple, straightforward way.
We have recently found that we do a lot of 'pension freedom' advice following the changes in legislation from April 2015. This is an area where we are very happy to help even if it is to make you aware of your options and to guide you away from any potential pitfalls!
GRF Wealth Management Ltd is an Appointed Representative of Vision IFP Ltd which is Authorised and Regulated by the Financial Conduct Authority (FCA). Firm Reference 487395. This can be verified by visiting The Financial Services Register.
22 Tudor Close, Taylor Road, West Midlands, Birmingham, B13 0PD
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