☎️02920 482 477
I try to use the phrase of Daniel Priestly “Your best thinking five years ago is your baggage today” and I like to see myself as a person who is looking to advance the way I run the business and the way I interact with clients. I believe that the world of financial planning needs to encapsulate the persons specific objective and that all planning is built around this. I feel that I work in a profession that is based on knowledge, I am constantly looking to build my knowledge through seminars, conferences and exams.
I live just outside Cardiff with my wife Helen and my son Ethan. I have certainly not used the word “bored” since Ethan was born as the vast majority of my time is spend in parks, soft plays, reading books to him or watching tv. I played Gaelic football for Cardiff for many years and have recently “officially” retired (some would say not before time!!!). Nothing can replace the buzz of team events and training for something special – the training is still continuing but now I restrict this to the gym.
Getting under the skin
The birth of my son Ethan. Life changes when children come along – a cuddle from the little fella can make my day.
Three words that would describe you
Meticulous – Analytical – Thoughtful
Top three podcasts or books
The Pressure Principle by Dr Dave Alred MBE
Key Person of Influence by Daniel Priestly
Black Box Thinking by Matthew Syed
What are the values that drive you?
Treating everyone equally
“I never worry about the problem. I worry about the solution.” – Shaquille O’Neal
“It’s all about the journey, not the outcome.” – Carl Lewis
The Important Stuff
Click on the below to see relevant information relating to our team
Diploma in Financial Planning (DipPFS)
Retirement Advise Standard (SOLLA)
Later Life Adviser Accreditation (SOLLA)
Diploma in Financial Advise (DipFA)
Award in Pension Transfer
Certificate in Regulated Equity Release
Certificate in Long Term Care Insurance
Member of the Chartered Insurance Institute (CertCii)
Member of the Personal Financial Society (DipPFS)
Member of the London Institute of Banking and Finance (DipFA)
Accredited member of Society of Later Life Advisers (SOLLA)
Shane'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. Shane holds this qualification
Click here to see copy
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.