Chartered Financial Planner, Managing Director
Gary has been providing independent financial advice since 2007, and before that worked for a large national organisation providing specialist advice in investment and IHT planning. He has been with P J Aiken since 2011 and took over the business in January 2020. In 2017, he completed his chartered adviser exams and is committed to his continuing professional development. He has passion for ensuring clients are at the core of everything he and the company does to ensure they always receive first class service.
Chartered FCSI, DipPFS
Abby began her investment management career over 20 years ago with a local Stock Broking firm, in Dorchester. Since then, Abby has specialised in working with private clients and trustees with all aspects of wealth management. Abby is currently the President of the local Chartered Institute of Securities & Investments (CISI) South Coast branch.
Jon has been providing financial advice to companies and individuals over several years. From this, Jon has built-up long-lasting client relations with senior executives and employees at all levels. During his career he has worked for large Insurance organisations, a regional IFA firm and Southampton Football Club’s Financial Services Division.
David has been working in the investment management industry for over 50 years. Prior to joining P J Aiken in June 2017, he was responsible for managing over £100m of investments for clients of JLT’s Bournemouth office including individuals, trusts, pension funds and charities. David is a Fellow of Chartered Institute of Securities & Investments (CISI) and a former President of the South Coast branch, of which he was one of the founder members.
Gina began her career in financial services over 30 years ago and has been with P J Aiken since 2006. She has many years of administration and financial service experience.
Simon has been working in financial services since 2001 in administration roles covering pensions and investments for large and small companies in the Bournemouth & Poole area. He has spent the past four and a half years working for a financial advisers, in Wimborne, as an administrator/paraplanner
Paula has worked as an administrator for P J Aiken Ltd since 2011. She has many years administration experience having previously worked in a tourist attraction, a small design company and a large electronics manufacturer. Over the years Paula has gained experience of all aspects of financial services.