ADVISER PROFILE
Gary Donnellan
Role: Independent Financial Adviser
Location: Liverpool Office
Qualifications: Diploma in Financial Planning (Dip PFS)
Location: Liverpool Office
Qualifications: Diploma in Financial Planning (Dip PFS)
Gary can help you with…
Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
In particular Gary specialises in Pensions, Investments, and Inheritance Tax Planning.
Outside of work…
Gary enjoys a round of golf and his favourite food is bacon and cabbage.