Gary Coake

Gary Coake

Financial Planning Manager

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location of Gary CoakeChatham, England, United Kingdom

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  • Timeline

  • About me

    Senior Manager- Academy Development at St James's Place Wealth Management. Fellow & Chartered Financial Planner

  • Education

    • Coopers

      1991 - 1997
    • Chartered Insurance Institute

      2009 - 2019
      Fellow & Chartered Financial Planner .
    • University of Hertfordshire

      1997 - 2001
      BA (Hons) Accountancy 2:1
  • Experience

    • Alliance and Leicester

      Feb 2004 - Oct 2006
      Financial Planning Manager
    • HSBC

      Oct 2006 - Dec 2017
      • Area Premier Relationship Manager

        Jun 2013 - Dec 2017
      • Premier Independent Financial Adviser

        Oct 2006 - Jun 2013
    • St James's Place Wealth Management

      Dec 2017 - Dec 2021
      Partnership Development Manager
    • St. James’s Place Wealth Management

      Dec 2021 - now
      Senior Academy Development Manager
  • Licenses & Certifications

    • Level 5 Certificate in Effective Coaching and Mentoring - 8588-24

      ILM
      Feb 2025
      View certificate certificate
    • Chartered Financial Planner

      Chartered Insurance Institute
    • Fellow

      Chartered Insurance Institute