The Fry Group has been helping people make the most of their money for more than a century. We have always been a team of helpful experts, here to listen, understand your needs and circumstances and make all aspects of dealing with your finances simple, straightforward and effective. When it comes to later life planning, we believe that structuring your finances is tantamount to enjoying and reaping their rewards.
Our teams of experts now help thousands of individuals with all aspects of financial planning – from the setting up of a valid UK Will to creating a pension plan which negotiates the current Inheritance Tax (IHT) implications.
Our advisers below are all fully qualified to advise on later life planning – arguably one of the most important aspects of financial planning – and hold a wealth of experience doing so. Our personal approach means The Fry Group is dedicated to providing a plan which is suited to your individual circumstances.
Ian Gilmour, DipPFS, Certified CII (MP & ER) – Accredited Later Life Adviser and Member of SOLLA (Society of Later Life Advisers)
Ian is principally responsible for the financial planning affairs of our clients in Sussex, Surrey and Scotland. A specialist in providing clear, unbiased advice to later life clients as a fully accredited SOLLA financial adviser.
With more than thirty-five years of experience in financial services, Ian has an in-depth and broad knowledge of personal financial planning – liaising closely with his specialist colleagues in the Tax and Executor and Trustee Divisions of The Fry Group.
How to contact Ian
Worthing Office – Crescent House, Crescent Road, Worthing, West Sussex BN11 1RN
Tel – +44 (0) 1903 231545
Email – firstname.lastname@example.org
Joseph Kingaby, Chartered Financial Planner
Joseph Kingaby is a Chartered Financial Planner based at The Fry Group’s London office. He specialises in providing comprehensive, independent, financial planning advice to those in retirement and planning for later life.
Joseph is a Later Life Specialist; he has 20 years’ experience in providing financial advice and holds the title of Certified Financial Planner (CFP), the only globally recognised mark of excellence in Financial Planning. He is also a Fellow of the Personal Finance Society.
How to contact Joseph
London Office – First Floor, 8-10 Grosvenor Gardens, London, SW1W 0DH
Tele – +44 (0) 207 592 1330
Email – email@example.com
Ian Ellis, FPFS, Chartered Financial Planner
After completing a BA Hons Degree in Financial Services, Ian joined The Fry Group in 1995. Ian is a Chartered Financial Planner and a Fellow of the PFS. Ian has also completed the CII Long Term Care Exam.
How to contact Ian
Exeter Office – The Senate, Southernhay Gardens, Exeter, Devon, EX1 1UG
Tele – +44 (0) 1392 278494
Email – firstname.lastname@example.org