Gary Coe

Gary Coe is a seasoned financial planner with extensive experience in the financial services sector. Currently serving at Charles Stanley & Co. Limited since April 2019, Gary has focused on providing tailored financial planning solutions. Prior to this role, Gary held the position of Regional Manager-Investment Planning at WEALTH at work from October 2012 to March 2019, where responsibilities included managing a team of financial advisers and specializing in pensions and investment planning. Gary has pursued rigorous academic qualifications at The London Institute of Banking & Finance, culminating in multiple diplomas and certificates, including a Level 6 Diploma in Financial Advice and a Level 4 Diploma for Financial Advisers.