Chartered Financial Planner | Expertise in Retirement

Gareth Shears

At Sanctuary

I like to see myself as the ideas person. Always looking at advancing the business towards the future. The core of what I want is to ensure that the client journey adds value and we help people achieve their goals.

I believe that to do this you need to learn everything you can about a person and what makes them tick, what really drives them each day and where do they see themselves in the next 3-5 years.

At Home

I live in Caerphilly, with my partner, Kath, and we have a wonderful boy Callum.

When we are not out at the park, play centre or in Cardiff bay walking, Kath and I love dining out in new restaurants.

I’m still trying to get myself backing into fitness and as I have recently turned 40 it's back on the agenda.

Getting under the skin

Proudest moment

Taking the step into the world of self-employed Financial Adviser in February 2009 after a global crisis, leaving behind a secure job. There have been highs and lows along the way but I'd never go back.
Three words that would describe you
1. Loyal
2. Practical
3. Dedicated
Top three podcasts or books
- Chasing Excellence – Ben Bergeron
- First Man In – Ant Middleton
Key person of influence

Daniel Priestley
What are the values that drive you?

Life is full of surprises and changes. Some good and some bad. It’s how you react to those changes that define you. Take the positives out of them, learn from them and move on.

I have always believed if you work hard and remember the people along that journey the rest will click into place.
Inspirational quote

"Hard Work Pays Off" – Matt Fraser

The Important Stuff

Qualifications

BA (Hons) in Management
Advanced Diploma in Financial Planning
Certificate in Advanced Mortgage Advice
Certificate in Equity Release
Certificate in Life & Pensions

Professional Memberships

Associate member of the Personal Finance Society (APFS)
Member of the Chartered Insurance Institute (CertCII)
Member of Chartered Institute for Securities & Investments (MCISI)

Entry on the FCA Register

All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register.

Click here to see entry.

Statement of Professional Standing

Furthermore, all advisers must have an up-to-date Statement of Professional Standing (SPS). This shows they are suitably qualified and have carried out the required amount of Continuous Professional Development (CPD). You should be wary of any advisers who refuse to provide copies of their SPS.

Click Here To See a Copy

Advance Diploma in Financial Planning

This qualification allows Gareth to hold the prestigious title of Chartered Financial Planner

Why choose a chartered financial planner?

Quite simply, it’s about dealing with a professional. Chartered financial planners have made a joint public commitment with the CII to deliver the highest standards of professionalism, then placed a public badge on that commitment.

The Chartered badge proudly tells you when a professional has made a public commitment to putting you first. The badge says it all.

Click Here for Qualification

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 me 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 nears, the outcome has been very favourable.

What could they have done better?

Nothing, I am very satisfied with the advice and services I have received.

Kathryn Risca

Client of Gareth's since 2015

Book a free consultation

No question or comment is too small - drop us a line and we'll happily start the conversation.

Cardiff Office
5 Neptune Court, Vanguard Way,
Cardiff CF24 5PJ

London Office

86-90 Paul Street,

London, EC2A 4NE

(+44) 02920 482 477
info@sanfp.co.uk

Sanctuary Chartered Financial Planners & Sanctuary Financial Planning are trading styles of Sanctuary Financial Limited that is Authorised and Regulated by the Financial Conduct Authority. FCA Register number 807536. Registered in England and Wales Reg. No 09509709. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.