Gary Shield

Independent Financial Adviser
Financial Planning Team

Meet Gary Shield

Hello, I joined the firm in 1993 following thirteen years with Legal & General’s Broker Division. 

I specialise in investment and financial planning and am a member of the Personal Finance Society. I also hold the Advanced Planning Certificate in tax & trusts, personal investment planning, and pension planning. Since the financial crash of 2008, there have been many challenges around wealth management and it has been stimulating helping clients grow their portfolios in a way that protects and enhances their financial well-being. I have particular expertise in: 

  • Personal investment planning 
  • Pension planning 
  • Tax & trusts 
  • High net worth Clients. 

Outside the office when not watching football I enjoy cycling & pilates which helps my creaking back! When indoors I can be seen annoying the family attempting to play my guitars.