Catalpa Financial Planning Ltd is a professional financial advisory service firm based in Shenfield, Essex.
Catalpa was established to deliver high-quality, independent services to those who need sound and trusted financial advice.
We want to differentiate ourselves from the majority of financial advisory and wealth management firms.
We do that by placing customer service at the heart of everything we do.
We will listen to what it is you want; we tell you what it is going to cost; and we do what we say we are going to do.
Prior to founding Catalpa Financial Planning Ltd Gary spent 30 years in the financial service industry; 21 years of which were at HSBC where he managed the global foreign exchange cash business and sat on a committee of the Bank of England.
On leaving HSBC in 2010 he turned his attention to the retail market and joined Broom Consultants Ltd, a local financial planning firm where he helped to develop their wealth management proposition, and to restructure their SIPP and SSAS commercial property business.
In early 2015 he founded Catalpa Financial Planning Ltd with the vision of creating a firm that set new standards in the local IFA market, and had the philosophy of always putting the customer first.
Gary is married with three grown up children, and lives in the local area.
Outside of the office he enjoys playing tennis, cycling and spending time in Quinta do Lago, Portugal where he has a holiday home.