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Ellis Bates Team: Gary Davies

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Ellis Bates Financial Advisers would like to introduce Financial Planner, Gary Davies – one of the newest additions to the team. Gary joined recently having accumulated almost 22 years in the financial industry, having previously worked for companies such as the Nationwide Building Society and HBOS. From day to day Gary will be meeting with clients to ensure their finances are in the best shape for their purpose and protecting their accumulated wealth for their family.

Having already worked in the financial industry for over two decades, Gary explains what his favourite thing about the profession is, as well as what made him want to join Ellis Bates:

“I enjoy the satisfaction of seeing how my influence and work helps my clients both now and in the future. Ensuring my clients have the ability to call or meet up with me to discuss any aspect of their finances is really important and this will in turn hopefully lead to a lifelong trusting relationship”.

“The overall ethos of Ellis Bates stands out against many competitors, their growth ambitions over the coming years are also great to see. They have core values that they promote; teamwork, passion within the role, ambition and to always work with a strong level of integrity. This was key for me when deciding to work for Ellis Bates”.

When he’s not out on the road helping his clients, what can you find Gary doing?

“I watch a lot of sport, I used to play Rugby Union to a good standard but retired due to injuries to my knees. I am a season ticket holder at Everton Football Club so attend all home games and the occasional away fixture. I like to spend time with the family, I am married with 3 grown up children, all of who still live at home. We have recently bought a puppy, Cooper who is a Goldador (Golden Retriever/Black Lab) so he is taking up a lot of my time at present.”

Get in touch with Gary and the rest of our Financial Planner team to discuss your requirements on 01423 520052.


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