At Sanctuary
I like to see myself as the ideas person. Always looking at advancing the business towards the future. The core of what I want is to ensure that the client journey adds value and we help people achieve their goals.
I believe that to do this you need to learn everything you can about a person and what makes them tick, what really drives them each day and where do they see themselves in the next 3-5 years.
At Home
I live in Caerphilly, with my partner, Kath, and we have a wonderful boy Callum.
When we are not out at the park, play centre or in Cardiff bay walking, Kath and I love dining out in new restaurants.
I’m still trying to get myself backing into fitness and as I have recently turned 40 it's back on the agenda.
Getting under the skin
The Important Stuff
Qualifications
BA (Hons) in Management
Advanced Diploma in Financial Planning
Certificate in Advanced Mortgage Advice
Certificate in Equity Release
Certificate in Life & Pensions
Professional Memberships
- Associate member of the Personal Finance Society (APFS)
- Member of the Chartered Insurance Institute (CertCII)
- Member of Chartered Institute for Securities & Investments (MCISI)
Entry on the FCA Register
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register.
Statement of Professional Standing
Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS.
Advance Diploma in Financial Planning
This qualification allows Gareth to hold the prestigious title of Chartered Financial Planner
Why choose a chartered financial planner?
Quite simply, it’s about dealing with a professional. Chartered financial planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, then placed a public badge on that commitment.
The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.
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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