Gary Doolan
Independent Financial Advisor at Beacon Wealth Management Ltd- Claim this Profile
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Bio
John Piercy
Gary worked for my team at SPW since April 2020 and very quickly showed strong skills and capabilities as a new financial adviser. He is hard working, personable, and has a lovely interviewing style meaning that he builds relationships quickly and puts people at ease. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in understanding existing clients needs as well as attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Gary both as an adviser and an employee.
John Piercy
Gary worked for my team at SPW since April 2020 and very quickly showed strong skills and capabilities as a new financial adviser. He is hard working, personable, and has a lovely interviewing style meaning that he builds relationships quickly and puts people at ease. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in understanding existing clients needs as well as attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Gary both as an adviser and an employee.
John Piercy
Gary worked for my team at SPW since April 2020 and very quickly showed strong skills and capabilities as a new financial adviser. He is hard working, personable, and has a lovely interviewing style meaning that he builds relationships quickly and puts people at ease. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in understanding existing clients needs as well as attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Gary both as an adviser and an employee.
John Piercy
Gary worked for my team at SPW since April 2020 and very quickly showed strong skills and capabilities as a new financial adviser. He is hard working, personable, and has a lovely interviewing style meaning that he builds relationships quickly and puts people at ease. Feedback from his clients has been extremely positive and I've been very impressed with how proactive he is, particularly in understanding existing clients needs as well as attracting new business - all of which has been completed remotely due to the ongoing pandemic. I would highly recommend Gary both as an adviser and an employee.
Credentials
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Diploma in Financial Planning
Personal Finance SocietyJul, 2021- Oct, 2024
Experience
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Beacon Wealth Management Ltd
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United Kingdom
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Financial Services
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1 - 100 Employee
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Independent Financial Advisor
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May 2021 - Present
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Schroders Personal Wealth
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United Kingdom
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Financial Services
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700 & Above Employee
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Personal Wealth Adviser
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Dec 2019 - May 2021
To help you maximise your financial position. By listening to you, understanding your plans for the future and what is important to you. Expertise and services provided by Schroders Personal Wealth helps me bring this to life. To help you maximise your financial position. By listening to you, understanding your plans for the future and what is important to you. Expertise and services provided by Schroders Personal Wealth helps me bring this to life.
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Lex Autolease
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United Kingdom
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Financial Services
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500 - 600 Employee
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Corporate New Business
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Jun 2014 - Dec 2019
Helping corporates implement the most appropriate funding and support solution to keep the business mobile. Helping corporates implement the most appropriate funding and support solution to keep the business mobile.
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Client Aquisition
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May 2007 - Jun 2014
Supporting non UK domiciles and non UK resident clients locate their asset in the most appropriate global jurisdiction from where we managed the client relationship. Locations such as Jersey,Switzerland, Monaco, Gibraltar or Dubai Supporting non UK domiciles and non UK resident clients locate their asset in the most appropriate global jurisdiction from where we managed the client relationship. Locations such as Jersey,Switzerland, Monaco, Gibraltar or Dubai
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Lloyds Bank Private Banking
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Banking
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100 - 200 Employee
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Private Banking Manager
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Jan 2002 - May 2007
Client relationship management providing advice and support to discretionary managed clients. Client relationship management providing advice and support to discretionary managed clients.
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Scottish Widows
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United Kingdom
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Financial Services
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700 & Above Employee
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Financial Adviser
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Jan 1996 - Jan 2002
Providing Life, Pensions and Investments solution to customers. Providing Life, Pensions and Investments solution to customers.
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Lloyds Bank
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United Kingdom
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Banking
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700 & Above Employee
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Banking Officer
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Jul 1988 - Jan 1996
Providing lending and banking services and support to personal customers of Lloyds Bank. Providing lending and banking services and support to personal customers of Lloyds Bank.
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Community
