Gary is a Director of Innovate Financial Solutions Ltd with over 40 years in the banking and financial services industry. After 22 years spent in 'the square mile', he left employment in the City to become a self employed consultant. Gary was first contracted to J Rothschild Assurance before becoming an Independent Adviser with a firm in Maldon, Essex.
While qualified to advise on a wide range of financial services, Gary specialises in Investments, Estate Planning and Inheritance Tax Planning. Gary is a Member of the Personal Finance Society and The Chartered Insurance Institute and is qualified to Advanced Financial Planning Certificate level (Diploma PFS).
Tony started his career in 1973 working for NatWest in the City where he remained for just over 20 years. In the latter part of those years he became involved in financial services both as an adviser and as a sales manager. In order to enhance the service provided to his clients, Tony joined the Rothschild Group where he continued to advise across the whole range of financial services.
Having felt that the provision of independent financial advice would always be of prime importance to his personal and corporate clients, he became a Director of Innovate Financial Solutions. Tony is a member of the Personal Finance Society by Diploma (Dip PFS).