Gavin is in Vouchedfor’s 2019 Guide to the UK’s Top Rated Financial Advisers

Gavin is in Vouchedfor’s 2019 Guide to the UK’s Top Rated Financial Advisers

If you picked up a copy of the Times on Saturday, then within its pages, you might have seen the Vouchedfor 2019 Guide to the UK’s Top Rated Advisers, which featured our very own Gavin Kingsley.

So, what is Vouchedfor? Vouchedfor is often described as tripadvisor for financial advisers and planners. It allows clients of financial planners to leave reviews of their services, based on the quality of the advice given, the quality of the overall service, and the value for money offered. The entire review is then graded out of a maximum score of 5. For Gavin to qualify to be featured in the supplement within the Times:

  • Vouchedfor checked that he and our firm are registered with the Financial Conduct Authority.

  • Vouchedfor required Gavin to upload copies of all his certificates as evidence of his education and knowledge.

  • Vouchedfor checked that all reviews for Gavin were from genuine clients.

  • Gavin had to receive at least 10 reviews in the year leading up to the 31st January 2019. Gavin actually received 26 in that time.

  • Gavin had to maintain an overall rating of over 4.5, to ensure that the service he offered to his clients was consistently of a high standard. In fact, at the time of writing this, Gavin’s rating is 4.8.

Reviews and Ratings for Financial adviser Gavin Kingsley, Cardiff

Gavin says that the fact he has been featured as one of the UK’s top rated advisers is great, but that what really makes it special is the fact that it is based on reviews submitted by his clients. Gavin always strives to offer the best service possible to his clients and this in a small way validates that he’s doing just that. Excerpts from some of the reviews are:

“I was 100% happy with the service from Gavin”

Gavin’s service “surpassed our expectations”

“Gavin was so polite, friendly and professional”, “he is brilliant at what he does”

Welcome to the blog page of Sanctuary Financial Planning

Welcome to the blog page of Sanctuary Financial Planning

Here are some housekeeping rules:

  • If you are here expecting market updates and commentary you are in the wrong place
  • There will be no doom and gloom surrounding the world. We leave that to the newspapers and twitter
  • This will be informative and, on some occasions, a fun page about what we are up to, new developments and occasional encouraging words of wisdom
  • Think of us as your friend down the pub… who actually knows what they are talking about
  • We encourage you to contact us if there is anything you would like us to discuss on here. We can’t help with the theory of relativity or who actually shot JR, but we can certainly answer some burning questions about financial planning

Let’s start with a bit about us

Our mission

A Fresh Approach to Your Finances

At Sanctuary, we’re here to help you take control of your money with clear, simple and solid financial solutions that will allow you to take control of your finances and make your money work for you and your future.

We want to help clients answer the question of how much is “Enough”?

What is the magic number they need to get to their goal? Whether that’s retiring, selling a business or buying that holiday home abroad. We can help them answer that.

Background

Sanctuary Financial Planning was formed in December 2018 bring together Financial planners Gareth Shears, Gavin Kingsley, James Baker and Shane Hyland, supported by Kathryn Pritchard and Clare Giles with over 50 years’ experience in the Financial services industry.

All four planners worked for Directly Authorised firms prior to forming Sanctuary from two separate locally established firms.

The reason for joining forces was we felt financial advice needed a fresh approach; each of us at Sanctuary have a passion for changing the way our profession is perceived and make us standout as a profession.

As a company we want to ensure we are client centric in our approach and less focussed on products (pensions, insurances etc) which historically, financial advice has been based on.

We believe that Financial planning is about creating a long-term, coherent strategy to help you meet your lifetime financial goals and aspirations through the efficient management of your finances. It is about giving you peace of mind if you are “on track” and about creating direction to your finances if you aren’t.

We see financial planning as a process rather than a one-off exercise. If the process is strictly followed, the chances of meeting your objectives will be considerably improved.

Why are we different?

  • Fixed fee – no percentages or hidden charges
  • Modern
  • Fresh approach to Financial Planning
  • Highly qualified and still learning – we are in a knowledge-based profession
  • We put the client at the forefront and not the product
  • Clear Simple Solutions
  • Cash flow planning experts

Over the coming weeks we will tell you a little bit about each of us here at Sanctuary and get under the skin of each key member of the team.

Don’t forget to explore the website and learn more about what we have to offer