At Sanctuary

After more than a decade in hospitality, I'm thrilled to shift gears into financial planning. 

I've become adept at problem-solving, building relationships, and understanding what truly matters to my clients. I'm eager to apply these skills in helping others achieve their financial goals.


At Home

Sharing a home with my wife and daughter keeps me grounded in life's simple pleasures. Outside of family time, I'm a sports enthusiast, always up for catching a game on TV. Spending a few hours in the kitchen, or grabbing a beer in-front of the BBQ are my other 'go to's' - there is real joy to be found in creating something for others to enjoy..


Getting under the skin

  • Proudest moment

    Birth of my daughter, Phoebe - nothing comes close!

  • Three words that would describe you

    • Practical
    • Strong Willed
    • Authentic

  • Top three podcasts or books

    • The Courage to be Disliked - Fumitake Koga & Ichiro Kishimi
    • Before the Coffee Gets Cold - Toshikazu Kawaguchi
    • All That Remains - Professor Sue Black

  • Key person of influence

    My father

  • What are the values that drive you?

    Be as open and honest as a situation allows. It's important to know when to speak, and, arguably more important, when not to!

  • Inspirational quote

    "Where would the courage and greatness be if success was certain and there was no risk? The only true failure is shrinking away from life's challenges" 

    Wilhelm Nietzsche

The Important Stuff

Qualifications

  • CF1 UK Financial services, regulations and ethics
  • CF6 Mortgage Advice 


Professional Memberships

  • Member of the Chartered Insurance Institute (CertCII)
  • Certificate in Mortgage Advice (CertMP)
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What were the circumstances that caused you to look for a financial adviser?

Financial advice about transferring an occupational pension into a private pension.


How did they help you?

Helped by giving me advice which was thorough and comprehensive, identifying the pros and cons of each financial option available. Then managing and coordinating the transfer of the pension, from the occupational pension to a private pension and monitoring its performance.


What is your current situation? Have you seen the outcome you were hoping for?

The pension is now invested in a suitable personal pension, which is appropriate to my individual nears, the outcome has been very favourable.


What could they have done better?

Nothing, I am very satisfied with the advice and services I have received.

Kathryn Risca

Client of Gareth's since 2015

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