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Gary Legg Financial planning

Gary Legg

Financial planning

Areas of expertise

Gary specialises in:

Inheritance tax Planning

Retirement Planning

Tax Led Investments


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.

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