Gary Legg
Financial planning
Areas of expertise
Gary specialises in:
Inheritance tax Planning
Retirement Planning
Tax Led Investments
Experience:
Joined the industry in 1986.
Spent 22 years with a major life office.
Time with Evelyn Partners 10 years.
Notable client work and achievements:
Responsible for the financial planning needs of 150 families in the Thames Valley Region.
Professional qualifications and memberships:
Fellow of the Personal Finance Society.
Chartered Financial Planner.