Harry holds the prestigious Certified Financial Planner designation, is a Chartered Fellow of the Chartered Institute for Securities and Investment, a Chartered Wealth Manager and has a degree in Geography from the University of Leeds.
Prior to transitioning into financial planning, Harry worked primarily as an investment manager, manging investment portfolios for HNW families, individuals and trusts. Harry has operated in the investment and wealth management industry since 2007.
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He specialises in advising successful professionals, entrepreneurs, and wealthy families on holistic financial matters including wealth structuring, investment management, inheritance tax planning and retirement planning, often working alongside his clients other professional advisers. Harry joined Charles Stanley in 2022 as a Director of Financial Planning. Gary also works closely with other professionals, particularly accountants and solicitors, where this can complement the overall service to his clients.
Whilst developing plans for his clients he pays close attention to arranging assets in a tax efficient and flexible manner, ensuring major planning areas such as income in retirement, inheritance tax mitigation and long term care funding can be implemented at the appropriate stage in his clients lifetimes.
This allows his clients to understand what their asset base can achieve for them in terms of their personal aspirations and for their wider family. Gary specialises in building financial plans for families, utilising a method known as cash flow forecasting. Most recently he was a member of the Senior Management team at a financial planning business within a regional accountancy practice where he had practiced for almost 15 years. Gary is an experienced Chartered Financial Planner who has been advising private clients and their families for over 20 years. Having retired as a trustee after nine years at Leeds Beckett University Students' Union, Carolyn became a trustee at Leeds Community Foundation and the Chair of the Foundation's Income Generation Committee in 2019, which provides valuable knowledge into the requirements of, and pressures on, the third sector. Carolyn is a regular contributor to the business and finance pages of the Yorkshire Post. During this time, she has developed strong relationships with IFAs, solicitors and accountants and is passionate about ensuring clients are offered a holistic and bespoke approach to their affairs. She has worked in the industry for over twenty years, investing in a variety of assets for a diverse private client base, which includes trusts, charities, pensions and companies. He is currently awaiting the Sunday lie in promised!Ĭarolyn graduated from Loughborough University Business School with a First-Class Honours degree and is a Chartered Fellow of the Chartered Institute for Securities & Investments. As this was not busy enough, he was finally persuaded by his children to welcome two young dogs to the family as a shared responsibility. When Andrew is not working, he spends much of his time officiating, volunteering and supporting his children in their varied sporting and leisure activities. Joining Charles Stanley in December 2013, Andrew works with existing and prospective clients to deliver highly personalised financial plans to assist them throughout their lives and beyond. He graduated from University of Wales College Cardiff in 1993 and following a short stint working for a financial publication, trained as a financial adviser initially specialising in advising medical and dental professionals, before joining a large accountancy firm. Based in the Guildford office, he supports the investment managers provide a comprehensive advice service to clients. Guide to finding your financial wellbeingĪndrew Clifford has over 24 years of experience providing financial planning advice to Private Clients, Trusts and Corporate Bodies. Guide on the taboo of talking about money Guide to financial advice for the next generation Guide to preserving and protecting your wealth Bespoke Investment Service Foundation Portfolio Service Advisory Investment Serviceĭirect Investment Service DIY Investment ideas Charles Stanley Funds
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