FININIT.COM - Key Persons
Gary became a Financial Planner after graduating from The University of Exeter in 2006 with a degree in History. Gary completed the certificate in Financial Planning in 2008 and the Diploma in Financial Planning in 2012. In 2019, he completed the Advanced Diploma and acquired Chartered Status. He is also qualified to advise on equity release and long-term care products.
Outside of work Gary is a keen football fan, and enjoys spending time with his wife and two young children.
Areas of expertise: Pensions, Retirement Planning, Investments, Tax Planning, Protection, Long Term Care and Equity Release
Job Titles:
- Associate of the Personal Finance Society
- Chartered Financial Planner
Desmond has been a Chartered Financial Planner for almost 20 years. Prior to this he worked for several major life offices as an Adviser and Consultant at a senior level.
Desmond is an Associate of the Personal Finance Society and has advanced qualifications in Investment Planning and Pensions, in addition to qualifications to advise on Equity Release and Long-Term Care products.
Job Titles:
- Independent Financial Adviser
Jack joined Financial Initiatives in 2012 after graduating from The University of Sheffield with a degree in Economics and Management.
Jack completed his Diploma in Regulated Financial Planning with the Chartered Insurance Institute in June 2015. Presently, Jack is working towards attaining Chartered Financial Planner status and is a registered member of the Personal Finance Society.
Job Titles:
- Independent Financial Adviser
Kazue became an Independent Financial Adviser in 2003 and joined Lighthouse Financial Initiatives in 2004. Prior to this she had 15 years' experience with global investment banks including Goldman Sachs, JP Morgan and HSBC, advising institutional clients. Kazue attained Chartered Financial Planner status in 2014.