Gary Walsh

Gary Walsh set-up Walsh & Co in 1993. The initial focus of the firm was providing a traditional accountancy service to clients.

Gary increasingly developed an interest in Financial Planning as a means of advising clients on their wider financial affairs and not just their business interests.

Gary is qualified as a Chartered Financial Planner and also as a Certified Financial Planner.

Gary has extensive experience in dealing with owner managers of small and medium size businesses and the particular tax, investment and succession problems that they face. He also has extensive knowledge of Inheritance Tax mitigation and the use of trusts and wills.

Gary has a particular interest in providing unbiased advice to those looking to take control of their lives and are seeking to plan for their futures, in particular planning for retirement.

Jenny Walsh

Jenny joined the practice in 1999.

Jenny is the office administrator responsible for the smooth running of our office. She also deals with client queries and routine administrative work connected with implementing client financial plans.

Claire John

Claire joined the practice in 1998.

Claire is Gary’s personal administrator. She deals with client queries and routine administrative work connected with implementing client financial plans

Consultants

James Smith - Chartered Financial Planner, Certified Financial Planner
Ash Carpenter - Chartered Financial Planner, Certified Financial Planner