I have come a long way within the financial sector; I certainly never dreamed at the start that I would be one of the directors of a financial advice firm. At work I’m probably seen as the most bookish member of the team, as I always seem to be studying for an upcoming exam as I am always looking to improve my skills. What I really pride myself on though is listening to my clients to truly understand what they’re trying to achieve, so that I can better advise them.
I live in Rogerstone, Newport with my partner, Angela, and we have three amazing children. When our daughters busy social calendar allows, Angela and I love dining out and going to music concerts. My other interests include playing guitar and climbing.
Getting under the skin
Being likened to my grandfather
Three words that would describe you
Honest, caring, driven
Top three podcasts or books
The Hitchhikers Guide to the Galaxy, A short history of everything, Winnie the Pooh
What are the values that drive you?
Coming from a health care background it is little surprising that contributing is my key driver. I have always really enjoyed helping others and I get a buzz out of seeing my clients achieve their goals.
Fall seven times, get up eight
The Important Stuff
Click on the below to see relevant information relating to our team
BSc in Diagnostic Radiography
Diploma in Regulated Financial Planning
Certificate in Mortgage Advice
Award in Long Term Care
Pension Transfer Specialist
Member of the Chartered Insurance Institute (CertCII)
Member of the Personal Finance Society (DipPFS)
Gavin's entry on the FCA register
All regulated financial advisers must be authorised by the Financial Conduct Authority (FCA) and therefore appear on their register.
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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.
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Pension Transfer Advice Qualification
The Certificate in Pension Transfer Advice meets the current FCA requirements to be a pension transfer specialist. Gavin holds this qualification
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VouchedFor Top Rated Adviser 2019
We are delighted that Gavin was included in VouchedFor’s top-rated adviser guide in 2019. Featured in The Times, the guide showcased the advisers who received the highest ratings from their clients on VouchedFor. You can read more by clicking here.
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.