Gary Lee DipPFS
Gary has been working in financial services for 20 years, specialising mainly in pensions and retirement planning. Having worked for Friends Provident, Commercial Union, and a pension specialist IFA firm, he became an adviser for Sesame, advising high net worth clients at retirement. Gary and Helen set up their own business, Mulberry Financial Ltd, in 2007.
In his spare time he helps out at the Macclesfield Wheelies Sports & Activity Club with his two daughters. Since becoming a member of CrossFit MaxOn, Macclesfield's first CrossFit gym, he has rediscovered a love of exercise and keeping fit.
Financial Planning Certificate (FPC), G10 (Taxation & Trusts), G60 (Pensions), K10 (Retirement Planning), K20 (Pension Investment Options), SV1 (Savings and Investments), CF9 (Pensions Simplification).
Helen has over 20 years’ experience in financial services in administration, as an adviser and latterly as an IFA practice manager.
When she is not working, Helen also enjoys working out at CrossFit MaxOn in Macclesfield, as well as walking her beloved whippet Brodie.
Financial Planning Certificate (FPC), G60 (Pensions), K10 (Retirement Planning), K20 (Pension Investment Options), CF9 (Pensions Simplification).