Gary Brocklehurst

Advising Partner

Helping you achieve your goals is what drives me as a Sandringham advising Partner. I am dedicated to helping you grow and secure your hard-earned money so that you can enjoy those important and precious times in the future.

With over 30 years of experience in financial services I understand that your time is precious – the time you spend with your family, the time spent doing all the things you love, and the times in the future when longer term aims, and ambitions become reality.

By providing advice on Savings and Investments, Retirement Planning, Protection, Trust and Estate Planning, myself and my fellow Sandringham Partners can help deliver great outcomes for those important times ahead.

Your personal circumstances are ever changing, and everyone’s needs are different. That’s why we use our four-stage planning process to helps us understand your needs and identify the best way to achieve your goals.

I will work with you to explore your options, then plan for how your tactical and strategic financial goals can be best met. I know every client is unique and my advice is completely tailored to your individual circumstances. Whether you are looking to invest for the future, planning your retirement, buying your first home or looking to protect yourself and the ones you love I can help you put the necessary plans in place.

Sandringham’s Precision ongoing client service cutting-edge technologies allow me to spend more time planning for your specific goals and wider financial planning requirements to help you reach your financial goals. Our Wealth Platform Client Portal will give you 24/7 online access to your financial information. The platform provides an efficient and convenient way to view and monitor your investments, plans, policies and other assets and gives you access to extensive portfolio information, all from one screen.

I have during my thirty plus years of advising clients dealt with many facets of financial planning and guiding clients on what path and alternative consideration clients should adopt, to achieve their goals and aspirations.

I have worked for Lloyds Banking Group, prior to advising on Local Government and Teachers Pension scheme pension provision, with Prudential for several years.  In turn I then spent 17 years as an independent financial adviser based in Altrincham Branch of Skipton Building Society and indeed remain in contact and look after many clients that I have met during these various roles.

I have worked for Merlyn Wealth Management now for over five years, latterly with the support of Sandringham Financial Partners.

I see it as vitally important that a Financial Adviser should be there through thick and thin, also that it is a testament to this ongoing approach, that has meant my relationships are forged over many years, and that together we make the right choice of style and approach to investing as is deemed appropriate.

In my spare time I run a (relatively) successful open age Sunday Morning football team, and despite my own football career being a considerable time ago, I still enjoy five a side a couple of evenings a week. I have four grown up children with my wife Carol, and we have two dogs Vinnie and Bailey who ensure I have no further time to do very much else.

Please feel free to contact me if you would like to know more about the financial advice and the type of services that I can offer you and I will respond back to you at my earliest convenience.

At Sandringham we can’t predict what’s to come, nor can we make guarantees about future outcomes. What we can do however, is to use our skills to maximise the chances of you achieving your aims and goals.

Areas of expertise

  • 508 Rochdale Road
  • Britannia
  • Bacup
  • OL13 9SD
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