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: Who loves Rishi’s Budget?

You might think that a Conservative Chancellor of the Exchequer would regard his Budget as a success if it was enthusiastically welcomed by the Daily Telegraph. But a Chancellor always has other important audiences. How will they respond to Rishi Sunak’s Budget?

Read article

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