Expertise

  • Wealth Management
  • Cash Flow Planning
  • investment planning
  • Retirement & Pension Planning
  • At Retirement Planning
  • Leaving a legacy
  • 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
  • commercial finance expert
  • HMO Finance
  • Shared Accommodation Finance
  • Development Finance
  • Merchant Services Advances
  • Business Loans
  • Invoice Finance

Summary

My 'purpose' while working i finance & financial services is a question I have asked myself over the 25 years I have been in the profession.

I like to think that I am an ask-er of difficult questions, a challenger of assumptions around money, finance & wealth; a long term financial problem solver.

I have helped clients plan for a family's financial stability on death, replace income in the event of illness, helped businesses ensure continuity, help provide worry free retirements, make sure that investments are in the right place, ensure tax allowances are properly used, build & deliver legacies and help maintain dignity in later life.

Problems don't seem so big when they are clearly explained and worries easier to manage when better understood and I explain things in plain, simple English.


Experience

  • Commercial Finance Specialist / Chartered Financial Planner
    - Current

Education History

  • Financial Services Management

    Edinburgh Napier University
    2008 - 2010
  • Advanced Diploma in Financial Planning

    Chartered Insurance Institute
    1994

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 Institute of Securites & Investment (MCSI) 


Interests and Hobbies

Martial Arts (Wado Ryu Karate & Jujitsu) 

Running


Email Gareth

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