I provide support to the advisers so that they can do what they do best – spending quality time with their clients and behind the scenes ensuring that the client is at the heart of everything we do.
I am married and have a 3-year-old daughter who keeps me busy. I have a passion for music and play the piano. When I do get spare time I enjoy helping out at my family allotment and supporting my local football team.
Getting under the skin
After focusing so long on my career goals, becoming a mother
Three words that would describe you
Top three podcasts or books
The life-changing magic of tidying up – Marie Kondo
The Kite Runner – Khaled Hosseini
Don’t sweat the small stuff – Richard Carlson
What are the values that drive you?
Trustworthiness – never delivering something that cannot be done, trust is the most important aspect of business and commitment to doing the right thing, every time.
Open-mindedness – helps you learn and grow and strengthen your belief in yourself, throughout my career I have experienced a lot of change and helped to manage other people through those changes.
“Nothing is impossible – the word itself says I’m possible”
The Important Stuff
Leading the Business accreditation – Institute of leadership and management
21 years Experience in the Financial Industry through Banking and Financial Planning
Whilst Managing Co=operative bank achieved top branch in wales 3 times for customer feedback
What our clients say
Mr Jones, Bishops Stortford, client of Gareth’s since 2011
Mr & Mrs Moreham, Newport, client of Gareth’s since 2016
Terry, Caerphilly, client of Gavin’s since 2016
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?
What could they have done better?
Nothing to my knowledge
Kathryn, Risca, client of Gavin’s since 2015
Financial advice about transferring an occupational pension into a private pension.
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.
The pension is now invested in a suitable personal pension, which is appropriate to my individual needs, the outcome has been very favorable.