Panoramic is operating fully and we are at present not conducting face to face meetings. We can conduct meetings with you on Zoom or Teams and if preferred by of the phone to discuss your requirements.
Killgerm Group Ltd has been associated with Gary for over 20 years. We are an International Distributor of Pest Control products with over 150 employees most of whom are based in the United Kingdom. Gary has advised us in respect of all our Corporate Requirements for Pension arrangements including Auto Enrolment, in addition to other employee benefits provision. He also advises Main Board Directors in respect of their corporate and individual requirements.
PK, Chairman Killgerm Group
When young there never seems to be enough time to attend to financial matters of import and when we are older we spend time contemplating “what might have been”.
Thankfully we met Gary Jefferies and still had sufficient time to plan important partnership and investment strategies. We received sound and sensible investment advice.
When considering Estate Planning we were able to direct money into investment contracts whilst still having the option to access if circumstances changed.
When a family member experienced a major life threatening change Gary provided clear objective advice and guidance when clear thinking was a real challenge for those involved. It is refreshing to find an advisor who is so willing to exceed expectations Panoramic Wealth offers a very safe pair of hands which might be envied by some of our national teams.
E&SJ, - Sevenoaks
We first found Gary online in 2007 after we sold our share in, a specialist schools catering Business.
We were looking to invest a proportion of our overall funds, so that funds were in place for eventual retirement to supplement our existing pensions which were some way off. We discussed how we were prepared to take an element of risk to provide for growth in the future and eventually an income.
From time to time we have used some of the portfolio to assist our children to purchase their first properties. From Gary’s advice and the manner in which the funds have been arranged we have extracted very tax efficiently each time. Gary has also assisted us in respect of Buy to Let matters as well estate planning for us. In addition when our daughters inherited funds from their grandmother he also advised them regarding their investment portfolios.
SF and RW, - Ealing
I was owner and Managing Director of DPS Direct Mail for 13 years and Gary has advised me for over 15 years in all areas of my financial planning. This advice included tax efficient solutions for my personal investments when I sold the major stake in DPS in 2005. During my DPS years we employed 150+ employees and he advised us in all areas of our Corporate activities and never let us down. I am now involved in a range of Global Businesses and I still seek Gary's advice and experience to help with my strategic planning going forward. I am happy to strongly recommend Gary's services to anyone in need of impartial, honest and sound financial planning and investment advice.
TH, Managing Director TerraQue
At Panoramic Wealth Management, as a family run business ourselves, we understand what it is that want for you and your family. We also empathise that we are all on individual financial journeys and are often living busy, ever changing lives.
With this in mind, we dedicate ourselves to understand you as an individual along with your financial and lifestyle objectives. Together, we can plan towards the future and help you live the life that you aspire to and it is that having that enjoyment in life that we see as our main mantra. Not only can we instil confidence to invest but also a confidence to spend.
We understand that everyone is on individual financial journeys and we’re all living in our own unique and changing personal landscapes. This is why there is not a one-size-fits-all approach and instead opt for a bespoke offering too all our clients.
Panoramic Wealth Management is a Financial Planning Firm that focuses on lifestyle planning. This involves providing advice to both corporate and private clients as to where they are now and what they want their financial future to be.
Many of our clients have been with us for the 30 years that we have existed as a firm which is the relationship that we aim to have moving forwards.
As a team, we provide a wide array of services as well as covering different generations of clients.
Gary is a Chartered Financial Planner and a Fellow of the Personal Finance Society (PFS). He was the Vice Chairman of the Personal Finance Society when it was known as The Society of Financial Advisers.
Dominic also a Chartered Financial Planner spent 30 years at Scottish Widows as a Pensions Specialist, a role that has prepared him to hit the ground running at Panoramic.
Ross joined in 2014 and has been concentrating on providing Mortgage and Protection advice whilst completing further exams and is now a Financial Planner. He aims to provide education and awareness to the next generation of clients alongside advice. Ross also sits on the Committee for the CISI Young Professionals Network and Sevenoaks Chamber of Commerce Next Gen Group.
We know that the financial world is full of jargon, complex and daunting for many people. Our aim is to explain in a straightforward format that enables our clients to feel comfortable in choices that they make.
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