Due to the Coronavirus pandemic andhaving young families our office in Cardiff will be closing until further notice.
As a business we are complying with government guidelines and limiting our social contact. As a modern forward thinking company we have been using remote technologies for sometime allowing us to work uninterupted from anywhere.
We are all fully set up to work remotely from home allowing business to function as normal. We will contiunue to do meetings with clients as and when required through the medium of Zoom and phone.
Should you need to contact us either use email or our mobile phones that can be found in the our people section of the website
We are keeping in contact with our clients and will continue to do this. We are offering virtual meetings via Zoom and encouraging as many as possible to take part.
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
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.
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 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
Gareth Shears
Director & Financial Planner
James Baker
Director & Financial Planner
Clare Giles
Office Manager & Paraplanner
Gavin Kingsley
Director & Financial Planner
Shane Hyland
Director & Financial Planner
Kathryn Pritchard
Estate Planner