Our Team

Garry Waller - Garry Waller

Garry is one of the founder partners of our firm. He specialises in investments, wealth and portfolio management, retirement and tax planning. Basically it is his job to get your money working harder for you whether you are saving for retirement, at the point of retirement, already retired or just want better returns on your money. He is highly proficient at constructing a financial plan tailored specifically to your requirements and at the same time help you to pay less Income Tax, Capital Gains and Inheritance Tax.

Garry also provides advice to Trustees and businesses with regards to investment and retirement planning and in the case of businesses, establish company and group pension schemes as well as advice for company directors and partners.

Garry has worked in the Financial Services industry for more than 14 years, over 10 of those as an independent financial consultant.

Qualifications

The full Financial Planning Certificates

Contact Details

17 Kingfisher Drive,
St Austell Cornwall,
PL25 3AZ8

Telephone: 01726 77106
Email: garry.waller@mpillp.co.uk

Brian McCaskie - Independent Financial Consultant

Brian is also a founder partner of our firm and has worked with Garry for many years. Brian specialises in providing pensions and investments, independent mortgage advice and  advice regarding protecting you and your family's finances from unexpected events such as sickness, unemployment, critical illness and death. Brian has considerable experience in Financial Services having worked in the industry for over 15 years.

Brian has helped many people find the right mortgage deal for them and is usually able to help whatever the circumstances. You will find him easy to talk to, always willing to help and afford you the best possible personal service. Brian is willing to see you in your home and is available from 9am until 9pm, so why not give him a call.

Qualifications

Full Financial Planning Certificate, the specialist mortgage exam CEMAP and an Equity Release qualification.

Contact Details

17 Kingfisher Drive,
St Austell Cornwall,
PL25 3AZ8

Telephone: 01726 77106
Email: brian.mccaskie@mpillp.co.uk

Sarah Medlin - Office Manager

We believe that a business is only as good as the people who work in it. For that reason we have ensured that all our administrative staff are of the very highest calibre. Sarah is extremely important in that she has vast experience of dealing with financial matters and in particular the administration that goes with it. Her role is to ensure that the office systems are maintained in such a way that all clients are always afforded the best possible service.

Sarah has worked with Garry and Brian for several years and her knowledge and  experience is highly valued. Prior to this she worked for Britannic Assurance for many years as an administrative manager. You will always find her friendly, helpful ,knowledgeable and pleased to assist.

Contact Details

17 Kingfisher Drive,
St Austell Cornwall,
PL25 3AZ8

Telephone: 01726 77106
Email: info@mpillp.co.uk

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