What’s your sanctuary? Some find it in nature…

others in their beliefs…

others find it between the pages of a good read

whatever your sanctuary is, we’re here to provide a haven for your finances.

At Sanctuary financial, we’re cleaning up the confusion to make complicated money matters clear and simple

From the biggest savings to the most profitable returns on investments – we’re here to help you take control of your money with clear and simple financial solutions.

A fresh approach to your finances

Like athletic coaches of the financial world, our highly experienced financial planers are here to guide you through every step of the process to help you gain knowledge, understanding and control of your finances with optimal results. 

From the biggest decisions you make to the small things in life, we’re here to help you make the most positive and lucrative impact on your financial health.

At the heart of everything we do for our clients at Sanctuary is cash flow planning

Find out more

ADVICE

Knowledge is power

We’re true believers that knowledge is power – which is why our team of professionals are on hand to guide you through the most robust, results-driven financial advice to meet – and maximise – your money goals. Whether you’re looking for mortgage advice, are investing for the future, planning a pension, need a hand with your estate planning or simply looking to protect and grow your investments, we’re here to arm you with the skills, savvy and strategies to help you optimise your results.

Your future

PLANNING

The time is now

It’s never too early to start investing for the future, and effective planning is key when it comes to creating a successful retirement strategy.

Whether you’ve become accustomed to a certain lifestyle or aspire to a more comfortable way of life, our independent retirement and pension advisers are here to help you plan and execute a strategy that will allow you to gain financial independence and achieve your ultimate lifestyle goals.

Our clients

Our People

Each of our highly-qualified and experienced Financial Planners work with  clients to ensure that they deliver a bespoke financial planning service. We strive provide a high level service and support, which results in almost all our clients coming to us through referrals from the people we work with.

Supported by the excellent work in the office of Clare keeping us all in check and Kathryn running our estate planning business.

With all our skills combined we make a formidable team

Learn more about the team
Gareth Shears

Gareth Shears

Director & Financial Planner

James Baker

James Baker

Director & Financial Planner

Clare Giles

Clare Giles

Office Manager & Paraplanner

Gavin Kingsley

Gavin Kingsley

Director & Financial Planner

Shane Hyland

Shane Hyland

Director & Financial Planner

Kathryn Pritchard

Kathryn Pritchard

Estate Planner

Sanctuary updates

Pension Transfer Gold Standard: What it means for you

by | 30/05/2019 | Sanctuary News | 0 Comments

You may have heard in the media concerns around the standard of advice some Defined Benefit pension holders have received. Usually, when they’ve explored the option to transfer out. To combat this and give those with a Defined Benefit pension, also known as a Final...
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Six things to check before you purchase a leasehold property

by | 16/05/2019 | Sanctuary News | 0 Comments

Leasehold homes have been in the press a lot recently; and not in a good way. Some homeowners have found themselves trapped in leasehold properties with escalating costs and little opportunity to sell. If you’re considering moving home and a leasehold property has...
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Longer lives and retirement plans

by | 16/05/2019 | Sanctuary News | 0 Comments

Retirement is a huge milestone and one that’s lasting longer for many people. You now have more choice around when you want to retire, how to take an income, and what you want to do after you’ve given up work. Whilst more flexibility has certainly been welcomed, it...
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Could you face a pension shortfall?

by | 16/05/2019 | Sanctuary News | 0 Comments

One in three middle-aged Brits is set to retire on the State Pension alone and many more face a shortfall in their pension. It could leave a significant gap between expectations and reality. If you’re not sure what income your pension could deliver in retirement,...
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What our clients say

Mr Jones, Bishops Stortford, client of Gareth’s since 2011

What were the circumstances that caused you to look for a Financial adviser?
Mixed up Pensions and looking for best advice on Investments I could trust.
How did they help you?
Across consolidating Pensions and Investment strategy. Potentially to also look at Asset management.
What is your current situation? Have you seen the outcome you were hoping for?
Yes so far these have met expectations.
What could they have done better?
Reminded me to do things when I forgot!

Mr & Mrs Moreham, Newport, client of Gareth’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Myself and my husband were buying our first home and wanted advice and to find the best mortgage for ourselves.
How did they help you?
They found us a mortgage with the best interest rate and explained everything we needed to know.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
They were helpful with everything we asked for and responded quickly, I don’t think there is anything that I could suggest that they didn’t already do.

Terry, Caerphilly, client of Gavin’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Wanted to take early retirement.
How did they help you?
Helped with everything in relation to my request, sound advice and excellent service.
What is your current situation? Have you seen the outcome you were hoping for?
Yes and more
What could they have done better?
Nothing to my knowledge

Kathryn, Risca, client of Gavin’s since 2015

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 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 needs, the outcome has been very favorable.
What could they have done better?
Nothing, I am very satisfied with the advice and services I have received

Take control

Make your finances work for you and your future aspirations

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