Key Staff

Gary Blakemore DipPFS DipFA
Director

GaryGary started his career with NatWest Bank in 1988 working in personal banking until 1992 when Gary joined Royal London to start his career as a financial adviser, working his way up to branch manager. He remained with Royal London until 1997, when he left Royal London to take up the position of area manager for Pearl Assurance until 2001. It was then that he chose to become an Independent Financial Adviser in order to provide his client’s with the best possible advice; he now prides himself on providing all of his client’s with a quality financial planning service. During his time working in financial services, he has seen and managed many challenges and gained valuable experience and qualifications including; The Chartered Insurance Institute’s Diploma in Financial Planning (DipPFS), The Institute of Financial Services Diploma for Financial Advisers (DipFA), The Financial Planning Certificate (FPC), The Certificate in Mortgage Advice and Practice (CeMAP) and The Certificate in Regulated Equity Release (CeRER). In his spare time, Gary is an avid golfer playing to a low handicap, and as an FA qualified football coach, he enjoys being involved with his two son’s football and other sporting activities.

David Snowden BSc(Hons) DipPFS
Director

479ADavid graduated from university in 1983 with honours, and it was then that he started his career in financial services. During this time he has seen and managed numerous challenges in the profession. Formerly area manager for NatWest Bank; David now enjoys working with his client’s to provide them with a quality financial planning service. David has achieved The Chartered Insurance Institute’s (CII) advanced pension planning certificate (G60), as such he is highly qualified in all areas of retirement planning. Additional qualifications include The CII Taxation and Trust examination (G10) and The Financial Planning Certificate (FPC). As such, he has achieved the Chartered Insurance Institute’s Diploma in Financial Planning (DipPFS). In his spare time; as former president and chairman, he is heavily involved with Stokesley and District Round Table and their associated organisations, helping to raise thousands of pounds for various charities. He also enjoys ballroom dancing with his wife Chris.