I am the go to person for all things estate planning. I can be found keeping my knowledge up to date with a constantly moving profession.
I live in Caerphilly, with my partner, Gareth, and we have a wonderful boy Callum. When I am not out at park, play centre or in Cardiff bay walking, I love dining out in new restaurants. I also enjoy keeping myself fit and active
Getting under the skin
The birth of my son Callum. Priorities in life change when children come along
Three words that would describe you
Honest – Committed – Methodical
Top three podcasts or books
Girl, wash your face – Rachel Hollis
Loose lips – Luisa Zissman
Girl boss radio – Sophia Amoruso
What are the values that drive you?
Honesty should be the bedrock of your foundation, as it will define who you are before you even allow others to know more about you. If you always deal in the truth, you’ll live a life with far less worry
Believe in yourself. You are braver than you think, more talented than yo know, & capable of more than you imagine – Roy Bennett
The Important Stuff
Click on the below to see relevant information relating to our team
LLB (Hons) Law from University of South Wales
LPC from University of South Wales
Chartered Legal Executive – CILEx
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.