Contact Kathryn

✉kathryn@sanfp.co.uk

📱07880 354217

☎02920 482477

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About Kathryn

At Sanctuary

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.

At Home

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

Proudest moment

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

Inspirational quote

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

Qualifications

LLB (Hons) Law from University of South Wales

LPC from University of South Wales

Professional Memberships

Chartered Legal Executive – CILEx

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