Gary Jefferies has left H&D Wealth, where he was an adviser, to launch his own firm, Panoramic Wealth, in Tunbridge Wells.
“I want to try and help clients along their journey” said Jefferies. “They know roughly what they want to do but they don’t know how to get there.”
Jefferies, Managing Director of Panoramic wants to build a family firm, with his son Ross currently training up while launching the firm’s young investor arm.
“With most advisers aged over 50, my generation is underrepresented” says Jefferies junior. “Anyone thinking about their financial future, especially with university debts, is not being guided and has no structure to their saving.”
Felicity Kneeshaw New Model Adviser
30th November 2015