Contact Gavin
✉ gavin@sanfp.co.uk
📱07875 576 023
☎02920 482 477
Reviews and Ratings for Financial adviser Gavin Kingsley, Cardiff

About Gavin

At Sanctuary

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.

At Home

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

Proudest moment

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.

Inspirational quote

Fall seven times, get up eight

The Important Stuff

Click on the below to see relevant information relating to our team

Qualifications

BSc in Diagnostic Radiography

Diploma in Regulated Financial Planning

Certificate in Mortgage Advice

Award in Long Term Care

Pension Transfer Specialist

Professional Memberships

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. 

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 copy

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

What were the circumstances that caused you to look for a Financial adviser?
Mixed up Pensions and looking for best advice on Investments I could trust.
How did they help you?
Across consolidating Pensions and Investment strategy. Potentially to also look at Asset management.
What is your current situation? Have you seen the outcome you were hoping for?
Yes so far these have met expectations.
What could they have done better?
Reminded me to do things when I forgot!

Mr & Mrs Moreham, Newport, client of Gareth’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
Myself and my husband were buying our first home and wanted advice and to find the best mortgage for ourselves.
How did they help you?
They found us a mortgage with the best interest rate and explained everything we needed to know.
What is your current situation? Have you seen the outcome you were hoping for?
Yes.
What could they have done better?
They were helpful with everything we asked for and responded quickly, I don’t think there is anything that I could suggest that they didn’t already do.

Terry, Caerphilly, client of Gavin’s since 2016

What were the circumstances that caused you to look for a Financial adviser?
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?
Yes and more
What could they have done better?
Nothing to my knowledge

Kathryn, Risca, client of Gavin’s since 2015

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 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 needs, the outcome has been very favorable.
What could they have done better?
Nothing, I am very satisfied with the advice and services I have received