Gary Kelson

Paraplanner

Member of the Personal Finance Society

Gary’s role at Lawrence Clarke

Gary entered the financial services profession in 2014, starting as a Paraplanner and becoming an expert in pension switches.

His daily responsibilities involve assisting planners by producing research comparisons and recommendation letters, and providing any further support required.

The information you need to know

Here's Gary’s...

Qualifications

Qualifications

  • R02 - Investment Principles

    This qualification assesses a knowledge and understanding of investment products and the application of the investment advice process. 

  • R04 - Pensions and Retirement Planning

    This qualification assesses a knowledge and understanding of and ability to analyse pension and retirement planning issues.

  • R08 - Pension Update

    This qualification focuses on pension reforms and how they affect advice, including the new legislative, compliance and reporting requirements.

When Gary isn’t working

Gary enjoys playing games, either on his PC or sitting down with a board game, travelling the UK to visit friends, and going out for walks with his dog.

Gary in the spotlight

If I could turn any activity into an Olympic sport, I would win a medal in:

Tea Drinking.

The three small things that make my day better are:

Seeing my pets, speaking to friends, the very first cup of tea in the morning!

On an ideal weekend, you can find me:

Down the park on a walk with the dog, or behind my PC immersed in a game.

Call us.
Drop us an email.
Stop by for a chat.

Contact the team today and discover how we can help you.

    Lawrence Clarke Financial Planning is a trading style of Lawrence Clarke Limited, an appointed representative of Best Practice IFA Group Ltd., registration number 223112, which is authorised and regulated by the Financial Conduct Authority.

    Lawrence Clarke Limited is entered on the FCA register (https://register.fca.org.uk/) under reference 131460.

    The Financial Ombudsman Service is available to sort out individual complaints that clients and financial services businesses aren’t able to resolve themselves. To contact the Financial Ombudsman Service, please visit www.financial-ombudsman.org.uk.

    Lawrence Clarke Limited is registered in England and Wales, no. 3679668.

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