Meet GARY PLEIN Dip PFS

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  020 8371 4411

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  GARY PLEIN Dip PFS
  

  Gary Plein is one of the founders and Principals of the Aspire partnership.

  Gary emigrated to London from South Africa in 1986 which is the same year he married Monique. He joined a large insurance company where he learned the about the life assurance industry and principles of Financial Planning before setting up as an Independent Financial Adviser in 1998.

  Gary has been dealing with clients since 1986, a number of them from the very beginning of his career. He really enjoys watching his clients grow, both as families and businesses and is now dealing with many 3rd generation clients.

  Gary is qualified to level 4 and although this is the minimum standard required by the FCA he continues to study for further examinations.  Gary would consider himself a generalist; the only subject he likes to specialise in is customer service.

  Gary’s business is generated by way of referral, from Solicitors, Accountants and Trust Companies and satisfied clients.

  Gary is married to Monique and has two grown up children, Stephanie and Jonathan whom he freely admits are both much cleverer than him. In his spare time (never enough) you will inevitably find him on the golf course.

  Gary is supported by Amy who is level 6 qualified and a Chartered Financial Planner; Amy joined the Aspire Partnership in 2016. Joyce recently joined the team as well and supports both Gary and Amy. Gary was previously supported by Jane for 21 Years; who still helps out from time to time.

  Gary was a main platform speaker at the 2017 Discovery Financial Planning Summit in South Africa to speak on The future of financial advice and the changes in the UK. Please click here for more info.