Brett Garlick

FAQ About Brett Garlick

• What is Brett Garlick's address?

  Brett Garlick is located at
  Oldham, England, United Kingdom

• What is Brett Garlick's job title?

  Brett Garlick is a
  I have spent the last 30yrs in Financial Services and see myself here for life, working in various client/non-client facing roles. I work with over 350 individual clients and as a business we manage in excess of 300M of client monies. Majority of my time is spent with existing clients who are either planning, approaching or at the retirement stage, 90% of all the work I do is in this market. Providing Cashflow models to help support client understanding. I hold the CII Qualification 'Pension Transfer Specialist' and have a good knowledge of all things pension related. I also provide advice on pensions following divorce, but more importantly can support legal services with the valuation of these assets prior to divorce, to support a fair and correct split of assets. The remainder of my work is spent establishing and managing investment portfolios for clients, via Onshore and Offshore bonds, Stocks and Shares ISA's and General Investment Accounts. Trust based investment also form part of this work, whether it be Inheritance Tax planning or a Discretionary Trust created on the settlement of a family estate. I offer a free initial meeting, at our office, video call or you home, for which there is no charge or obligation to work with me. Bury Financial Advisers

• What industry does Brett Garlick currently work in?

  Brett Garlick currently works in the
  Bury Financial Advisers

• What is Brett Garlick's area of expertise?

  Brett Garlick specializes in
  I have spent the last 30yrs in Financial Services and see myself here for life, working in various client/non-client facing roles. I work with over 350 individual clients and as a business we manage in excess of 300M of client monies. Majority of my time is spent with existing clients who are either planning, approaching or at the retirement stage, 90% of all the work I do is in this market. Providing Cashflow models to help support client understanding. I hold the CII Qualification 'Pension Transfer Specialist' and have a good knowledge of all things pension related. I also provide advice on pensions following divorce, but more importantly can support legal services with the valuation of these assets prior to divorce, to support a fair and correct split of assets. The remainder of my work is spent establishing and managing investment portfolios for clients, via Onshore and Offshore bonds, Stocks and Shares ISA's and General Investment Accounts. Trust based investment also form part of this work, whether it be Inheritance Tax planning or a Discretionary Trust created on the settlement of a family estate. I offer a free initial meeting, at our office, video call or you home, for which there is no charge or obligation to work with me.

• Which languages does Brett Garlick speak? 

  Brett Garlick speaks the following languages:
  No languages available.

• Which industries has Brett Garlick previously worked in?   

  Brett Garlick has prior experience in the following industries:
  Cavendish Asset Management , Friends Provident , Legal And General

• What is Brett Garlick’s work experience?  

  Brett Garlick has the following professional experience:
  Bury Financial Advisers , Cavendish Asset Management , Friends Provident , Legal And General .

• How can I find Brett Garlick on LinkedIn?  

  You can view Brett Garlick’s
  LinkedIn profile at LinkedIn URL.

• What are Brett Garlick’s work email addresses?  

  Brett Garlick’s work email addresses are
  [email protected] .

• What company does Brett Garlick work for?  

  Brett Garlick works at
  Bury Financial Advisers