Managing Director
Managing Director
Garry has nearly completed 44 years in the industry after starting at a local bank back in 1974. He joined the independent world in 1999 as MD of a regional IFA that had a strong Commercial Insurance arm. He left this company in June 2015 and is keen to make Gen2 Financial a strong Regional Financial Planning Business built on trust and strong relationships with their clients. Garry is married to Michelle and they enjoy their two children. Sport has always been in Garry’s life and he takes to the golf course whenever possible now that he is slowing down.
Director - Wealth Management
Director - Wealth Management
Emma has over 17 years of experience helping individuals and families reach their goals, offering a wealth of knowledge and expertise. Emma’s highly committed to delivering better value, choice and results for her clients. Emma provides advice on Savings and Investments, Tax Planning, Retirement Planning, Protection, Trust and Estate Planning, Business and Succession Planning. Emma is leading Gen2 Financial for Women, providing specialist tailored advice for professional women, no matter what stage of their life journey. In Emma’s spare time she enjoys time looking after her young son and taking weekend breaks including the dog!
Director - Benefits
Director - Benefits
Jonathan has some 30 years of experience in Financial Services with the last 25 of those specifically in the Corporate sector. He is a keen advocate of advice in the workplace and works with his corporate clients to resolve any questions on their benefits strategy, implementation and ongoing support. A highly qualified professional with a real interest in delivering a high quality benefit package and experience. Jonathan is married with three daughters, he claims he comes to work to escape! Although no longer participating himself, he remains an avid Rugby Union supporter, and attempts to keep fit with lots of walks with the dogs.
Director - Wealth Management
Director - Wealth Management
Clive started his working life at a bank in 1987, before working his way up to Branch Manager. After leaving in 1994 Clive became a financial advisor and for the last 18 years this has been as an IFA. He specialises in helping people with investments and pensions to reach their goals. Clive prides himself on always being honest and delivering what he promises. He’s a family man and enjoys a round of golf.
Independent Financial Adviser
Independent Financial Adviser
John has worked in Financial Services since 1991. He enjoys advising both new and existing clients on a wide range of financial needs through their various life stages. Away from the office John is an avid Aston Villa supporter following them both home and away.
Company Secretary
Company Secretary
Michelle is soon to complete 30 years in Finance Services. After starting her career in the banking sector and after time out to be a mum Michelle joined Towergate Financial on a three month contract which continued for 8 years. You may have guessed it, Michelle is Garry’s wife and they have two children. Michelle’s a keen ballroom dancer and cat lover.
Administrator
Administrator
Sue began her working life in the accounts departments of estate agents, wallpaper and paint merchants. After a long break as a full time mum Sue returned to work in admin support before joining Premier in 1997 as an accounts admin assistant. Sue’s currently part time providing the Gen2 team admin support.
Independent Financial Advisor
Independent Financial Advisor
Jon has been in the Financial Services industry since 2014 and has worked his way up to become an Independent Financial Adviser. Jon likes meeting new people and advising them on all types of financial matters such as pensions, investments, protection, mortgages and wills. Jon is a season ticket holder at Aston Villa and enjoys spending time with his family.
Technical Administrator
Technical Administrator
Lisa has worked in Financial Services for 13 years. Lisa started her career in the Life Assurance sector working for AXA, after a 7 year term with AXA Lisa moved to work for Wren Sterling as a Private Client Administrator where she spent another successful 6 year period. Lisa is the most recent Gen2 Financial member but has worked alongside members of the team previously. Lisa loves all travel, city breaks, good food and wine.