PENSION PLANNING CENTRE - Key Persons

Gareth Chalk

Job Titles:
  • Professional Adviser
I have been a professional adviser for 10 years, offering Independent Financial Advice for the last six of these.

Gavin Mackay

Job Titles:
  • Chartered Financial Planner
I am a Chartered Financial Planner with 18 years' experience in financial services. Many of my clients have been working with me since I qualified as a Financial Adviser.

Graham Tomlinson

Job Titles:
  • Adviser
Graham been an adviser for more than 20 years, during which time he has acquired a depth and level of knowledge which ensures his clients are advised of their available options amongst the vast array of financial solutions. Graham is married to Christine and has lived in Staffordshire for many years, he enjoys watching sport and is also a keen music fan. He can be regularly seen at music events enjoying some of the "older" artists and bands! Graham is a very approachable person and has clients from all walks of life advising them on accumulating or protecting their wealth in both Pensions and Investments. Graham also works with young families protecting their incomes and loved ones. He is committed to ensuring his clients are informed of any regulatory changes that may affect their financial situation both now and in the future. Most recently the world of pension's and pension planning has changed significantly as Pension Freedoms became a reality. It is now even more important to seek advice if you are looking to contribute to a pension or are looking to take the benefits from pensions you have accumulated during your working life. Graham can help you construct your own personal plan, enabling you to meet your objectives, and tailor suitable solutions based on your personal and financial circumstances.

Steve Moulton

Steve has worked in financial services for over 20 years now, starting his career in home service with one of the larger well known Institutions. It soon became apparent to Steve that he needed to become an Independent Financial Adviser (IFA) to ensure he could offer his clients a whole of market approach when dealing with all aspects of financial planning, during his career Steve has also managed a successful team of IFA's whilst being regional manager to one of the UK's largest IFA firms.