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: Planning for Retirement

The Government introduced Auto Enrolment in 2012 to help more people save for their retirement. Since then around 10 million people have been auto enrolled and are saving for their retirement with their employer’s help.

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