Gary is highly experienced in financial planning and as the principal of AMG Wealth Management leads one of the most successful Practices within the
St. James’s Place group. He carries advanced qualifications in investment planning, tax & trusts* and financial planning and is a qualified Fellow, the premier qualification from the Chartered Institute of Insurance (CII). He is passionate about clients enjoying their wealth and passing it down the generations in a responsible and sustainable manner. Gary not only has a wealth of technical experience but has also acquired the wisdom to deal with complex and sensitive family matters.
*Trusts are not regulated by the Financial Conduct Authority.