At Sanctuary
I try to use the phrase of Daniel Priestly “Your best thinking five years ago is your baggage today” and I like to see myself as a person who is looking to advance the way I run the business and the way I interact with clients.
I believe that the world of financial planning needs to encapsulate the persons specific objective and that all planning is built around this. I feel that I work in a profession that is based on knowledge, I am constantly looking to build my knowledge through seminars, conferences and exams.
At Home
It is almost 20 years since I left a small village in the west of Ireland to come to Cardiff for a short period of time. Cardiff is now home, I am proud to be part of this amazing area that I am so fortunate to share with my wife and son.
After many years of playing football and Gaelic football for Cardiff I am now “officially” retired. I feel many would say not before time. Nothing can replace the buzz of team events and training for something special – I still continue to train but now I restrict this to the gym and my WattBike. I need something to help me burn off the calories of the chocolate.
Getting under the skin
The Important Stuff
Qualifications
Certified Financial PlannerTM
Chartered Wealth Manager
Diploma in Financial Planning
Diploma in Financial Advice
Certificate in Equity Release
Certificate in Long Term Care
Professional Memberships
- Chartered Member of CISI - Chartered Institute for Securities & Investments
- Member of Cii - Chartered Insurance Institute
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.
Certified Financial PlannerTM
The CFP certification is recognised globally as the gold standard for financial planning professionals. It confirms the holder has mastered theoretical and practical financial planning through a comprehensive curse of study that meets a set of standards, agrees to abide by a code of conduct which defines ethical responsibilities to clients and has years of relevant work experience in building planning framework that is robust and repeatable as well as delivering pure financial planning proposition consistently for each client.
Chartered Wealth Manager
Chartered Wealth Manager is a title awarded by the CISI to recognise senior members in the retail sector at the pinnacle of their profession. This title enables those who meet the criteria to formally confirm their expertise and stand out from the crowd.
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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