Gary and Jeremy have a wealth of financial services experience, obtained from a variety of associated roles, which helped to put in place a solid foundation before joining an Independent Financial Advice firm in 2010 to first establish their professional relationship.
During this time, they have both gained various industry recognised qualifications allowing them to offer professional advice on a wide range of financial planning products to suit a diverse range of needs, and taking a tailored approach to each client.
After finding success individually, they decided to combine their efforts and build on their friendship to establish B&E Financial in 2016. Since then, the company has gone from strength to strength, continuing to grow a broad client base. The key factors at the heart of their success is maintaining a simple, clear, transparent approach to build long lasting relationships built on trust.
Outside of work, they are both keen sports fans, with a particular love for football, allowing for friendly competition in and out of work supporting their rival teams. Having built a friendship on similar values and a shared philosophy of ‘try anything once’, their latest hobby is learning to master the golf swing.