Carly Gray

Paraplanner

Carly started her career in financial services in 2001 at Clerical Medical as a life and pensions administrator. In 2008, she moved to a national IFA firm where she worked as an administrator and worked her way up to paraplanner providing support to a team of advisers. She joined FiveWays’ paraplanning team in June 2018.

In 2016 Carly gained the IFS level 3 Certificate in Financial Planning and Administration qualification. 

Carly lives Weston-super-Mare and has done so her whole life. She enjoys baking, reading and socialising with friends and family and is currently enjoying renovating her 1930s house.

  • “Over the years I have been advised by Richard I have had honest and very good advice.”

    Mr K

  • “I am very happy with your service and thank you for getting me sorted.”

    Mrs S

News: Dangerous ISAs

The Innovative Finance ISA is the newest of the several ‘flavours’ of Individual Savings Account that have been tagged on to the original ISA in recent years. Investors are attracted by headline rates of return of 6-10%, but we think these schemes are much, much riskier than they look and that most investors should avoid them.

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