Gary has been a Financial Adviser for three years and holds the CII Diploma in Financial Planning. After three successful years as a financial adviser with Prudential Financial Planning, Gary was delighted to establish A&G Financial Planning Limited, as a Member of The Advice Partnership from Prudential.
In his spare time, Gary enjoys spending time with his wife and twin girls and is a keen runner and hill walker.
From 19th November 2021, “Prudential Financial Planning” and “The Advice Partnership from Prudential” are now known as “M&G Wealth Advice”.
Since retirement last year we have used Gary to look after the investment of our pension lump sums and also the investment of an inheritance, relying on him to give best advice, while fulfilling the requirements we set out re income.
Gary has proved to be invaluable throughout this past year. His advice has been reliable and everything has been explained clearly, including levels of risk and expectation. He has been contactable and available throughout what has been difficult circumstances for everyone. Always happy to set up a video or telephone call to clarify any of our queries. I would have no hesitation in recommending Gary as a Financial Adviser.
Gary has looked after me very well since being recommended to me by a friend. He keeps in contact with me at the appropriate times in the process and is always friendly, pleasant and professional. Now that I have experienced Gary’s service, I would happily recommend him to my friends.
After speaking to a few IFA’s we decided to use Gary’s services as we were impressed with how he came across and the amount of time he took to go through various options. Gary made the process easy and was available to discuss any questions I had. Gary was able to advise on the product that suited our needs. Throughout the process Gary kept me updated with the progress. We look forward to working with and using Gary’s service going forward.
Gary has guided and advised me through the financial planning and transfer stage of early retirement. He also advised me on all the risk factors associated with the pension transfer using a very detailed suitability report. I am absolutely pleased with his dedication in getting every detail correct, including my current needs and circumstances. I would highly recommend Gary to my friends and family, as I am very happy with his service.
Pensions are a nightmare. Even harder to understand than working out who is going to be Celtic’s next manager! All these complicated options and matters such as investments, charges etc., …… a nightmare ……. UNLESS you have someone, who can explain all relevant aspects in a simple and concise manner. This is where Gary Stewart comes in. Despite me having worked in the pensions market for over 30 years, I had been away from the “coal face” for the last 15 years of my working life. How things had changed in that timeframe.
After a thorough Factfind of my own and my family’s background and outlook - together with everything to do with my existing pension provision – Gary set about presenting to me my options. Ultimately it was my choice as to what I wanted but Gary guided me through the minefield, carefully ensuring that I understood each step as we went. Risk v Reward, I now fully understood. I am very happy with the path I selected with Gary’s guidance. I am even happier that Gary then went on to manage the process of unbundling my then current different pension vehicles – 4 in total. This undoubtedly saved me time, effort and stress. Good knowledge and excellent service from start to finish from Gary Stewart.