Mr Gary Davis
Gary has been in the industry for almost 20 years and specialises in business financial planning and wealth management with a particular emphasis on minimising the impact of taxation on a client’s income and assets.
Gary also has considerable experience of managing investments within Trusts and is currently studying for his Diploma in Financial Planning.
Contact Gary on 07971 550932 or email email@example.com
Mrs Beca Russell
Beca joined Cyfri in October 2006 as Office Administrator. She is an Investment Adviser with the company having gained the Certificate in Financial Planning in September 2007 and more recently the Diploma In Financial Planning in April 2011.
Contact Beca on 07791 186 064 or email firstname.lastname@example.org