Expertise

  • Wealth Management
  • Cash Flow Planning
  • investment planning
  • Retirement & Pension Planning
  • At Retirement Planning
  • Leaving a legacy
  • Philanthropy
  • Charitable Giving
  • Trusts & Estate Planning
  • Business Relief Investments
  • Tax Allowances
  • Protecting your family
  • Protecting your business
  • Company Pension Schemes
  • Employee Benefits
  • VCT & EIS
  • Corporate Investment
  • Later Life Planning
  • Long Term Care planning

Experience

  • 1825 Wealth Management

    Chartered Financial Planner
    - Current

Qualifications

Advanced Diploma in Financial Planning

STEP Certificate in Financial Planning 

Award in Long Term Care 

Certificate in Discretionary Investment management

Chartered Financial Planner

Fellow Of the Personal Finance Society


Clubs and Associations

Fellow of the Personal Finance Society (FPFS)

Chartered Financial Planner (Chartered Insurance Institute)

Member of the Chartered Institure of Securotes & INvestment (MCSI) 


Interests and Hobbies

Martial Arts (Wado Ryu Karate & Jujitsu) 

Running


Email Gareth

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