Gary Moody CertPFS,

Independent Financial Adviser

Gary.Moody@carterdawes.com

I have been working in the financial industry all my working life, with CarterDawes IFA Solutions since January 2010 and immediately prior with Edward Jones for over 4 years as a Stockbroker and Financial Adviser.

I never forget that my clients are my lifeblood and I have built up a large client bank who are very happy with the close service they receive from me, I pride myself on always placing my clients first and helping them realise their long term financial goals, working closely with them to understand their plans and ensuring that I adapt as their lives and needs change.

So whether your goals are long term growth, a high, regular and tax efficient income or simply the peace of mind that life assurance and protection gives, I can tailor a solution. No two people are the same, therefore no two solutions are the same, you will never fit into this months “fad”. I look forward to having the opportunity to show you why my clients trust me, so much so, they refer me onto their friends and family

Speciality

• Investments & ISA’s
• Pensions and Retirement
• Trusts
• Inheritance Tax Planning
• Life Assurance and Protection

Community

I regularly sponsor local Karate events including a weekend summer camp attended by local Karate clubs and students

Personal

I am married with 2 teenage daughters and Karate is a large part of our lives, my wife and daughters are all black belts, have their own club and have fought all over Europe and achieved many titles including British and Commonwealth champion.