At Sanctuary

I provide support to the advisers so that they can do what they do best – spending quality time with their clients and behind the scenes ensuring that the client is at the heart of everything we do.

At Home

I am married and have a 3-year-old daughter who keeps me busy. I have a passion for music and play the piano. When I do get spare time I enjoy helping out at my family allotment and supporting my local football team.

Getting under the skin

  • Proudest moment

    After focusing so long on my career goals, becoming a mother.

  • Three words that would describe you

    1. Adaptable
    2. Dependable
    3. Compassionate

  • Top three podcasts or books

    • The life-changing magic of tidying up – Marie Kondo
    • The Kite Runner – Khaled Hosseini
    • Don’t sweat the small stuff – Richard Carlson

  • What are the values that drive you?

    Trustworthiness – never delivering something that cannot be done, trust is the most important aspect of business and commitment to doing the right thing, every time.


    Open-mindedness  – helps you learn and grow and strengthen your belief in yourself, throughout my career I have experienced a lot of change and helped to manage other people through those changes.

  • Inspirational quote

    “Nothing is impossible – the word itself says I’m possible”- Audrey Hepburn


The Important Stuff

Qualifications

  • Leading the Business accreditation – Institute of leadership and management
  • 21 years Experience in the Financial Industry through Banking and Financial Planning
  • Whilst Managing Co=operative bank achieved top branch in wales 3 times for customer feedback
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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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