Wednesday 11th March, 6pm – 8pm, The Mews Room
Navigating the New Financial Year: Markets, Money & What Comes Next
A timely, forward‑looking session with Charles Stanley’s Philip Greenman and Gary Quick. As the tax year draws to a close, we’ll explore what the new financial year may bring, from investment markets and economic trends to the latest pension and planning opportunities. Designed exclusively for Exeter Golf & Country Club members, this event offers clear insights to help you make informed decisions for the year ahead.
Philip Greenman, Investment Manager and Director of Private Clients, Charles Stanley Exeter
Philip began his career in 1998 at a small independent firm of stockbrokers in Bournemouth and has specialised in private client financial management throughout. He focuses on managing a wide range of portfolios and works closely with other advisers to support holistic financial planning. Philip has previously sat on regional committees for the Chartered Institute for Securities and Investment and the Institute of Directors and is currently a director of Exeter Racecourse. He was born in Exeter and enjoys racketball and golf in his spare time. He is a long-standing member of EGCC and enjoys playing golf and racketball.
Gary Quick, Director of Financial Planning, Charles Stanley Exeter
Gary joined Charles Stanley in 2022 and is a Chartered Financial Planner with over 20 years of experience advising private clients and their families. Before this, he was part of the senior management team at a financial planning firm within a regional accountancy practice, where he worked for nearly 15 years. He specialises in building strategic financial plans that focus on tax-efficient structuring, retirement income, inheritance tax mitigation, and long-term care funding. Gary also works closely with other professionals, particularly accountants and solicitors, to ensure his clients receive well-rounded and coordinated advice.
