Gary Shield

Gary Shield

Department: Financial Planning Team

Position: Independent Financial Adviser

Email GaryShield

 

Hello, I joined the firm in 1993 as Head of the Financial Planning Department, following thirteen years with Legal & General’s Broker Division.

I specialise in investment and financial planning and am a member of the Personal Finance Society. I also hold the Advanced Planning Certificate in tax & trusts, personal investment planning, and pension planning.Since the financial crash of 2008, there have been many challenges around wealth management and it has been stimulating helping Clients grow their portfolios in a way that protects and enhances their financial well-being. I have particular expertise in:

  • Personal investment planning
  • Pension planning
  • Tax & trusts
  • High net worth Clients.
  • When I haven’t got my nose stuck in a spreadsheet I’m probably playing golf in North Wales desperately trying to improve my handicap. I’m a keen sportsman and football fan as well an enthusiastic golfer. I no longer manage football clubs these days, other than in the Daily Telegraph Fantasy Football League where I currently languish in 48,278th place.

    Financial Services Guide

    Below is an overview of the Financial Services offered by Cullimore Dutton Solicitors Ltd. To download it simply click on the link below.
     

    CD Financial Services Guide CD Financial Services Guide (386 KB)


     

     


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