Call us
Email us
Call us
Email us
Contact Gareth
✉️gareth@sanfp.co.uk
📱07974 407480
☎️02920 482 477
Online Appointment Booking

About Gareth

At Sanctuary

I like to see myself as the ideas person. Always looking at advancing the business towards the future. The core of what I want is to ensure that the client journey adds value and we help people achieve their goals. I believe that to do this you need to learn everything you can about a person and what makes them tick, what really drives them each day and where do they see themselves in the next 3-5 years.

At Home

I live in Caerphilly, with my partner, Kath, and we have a wonderful boy Callum. When we are not out at park, play centre or in Cardiff bay walking, Kath and I love dining out in new restaurants. I’m still trying to get myself backing into fitness and as I have recently turned 40 its back on the agenda.

Getting under the skin

Proudest moment

Taking the step into the world of self employed Financial Adviser in February 2009 after a global crisis, leaving behind a secure job. There has been highs and lows along the way but Id never go back.

Three words that would describe you

Loyal – Practical – Dedicated

Top three podcasts or books

Chasing Excellence – Ben Bergeron

Key person of influence- Daniel Priestley

First Man In – Ant Middleton

What are the values that drive you?

Life is full of surprises and changes. Some good and some bad. It’s how you react to those changes that defines you. Take the positives out of them, learn from them and move on.

I have always believed if you work hard and remember the people along that journey the rest will click into place.

Inspirational quote

Hard Work Pays Off – Matt Fraser

The Important Stuff

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

Qualifications

BA (Hons) in Management
Diploma in Financial Planning
Certificate in Pension Transfer Advice
Certificate in Advanced Mortgage Advice
Certificate in Equity Release
Certificate in Life & Pensions

Professional Memberships

Member of the Chartered Insurance Institute (CertCII)

Member of the Personal Finance Society (DipPFS)

Member of Chartered Institute for Securities & Investments (MCISI)

Gareth'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. Gareth holds this qualification.

Click here to see copy

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

Talk to us

We love a good natter, and we bet you can’t guess what our favourite topic is (hint: it’s financial planning and helping guide you to the future you want).

No question or comment is too small – drop us a line and we’ll happily start the conversation.

Get in Touch

Sanctuary Financial Planning
Office 14, 15/16 Neptune Court, Vanguard Way,
Cardiff CF24 5PJ

(+44) 02920 482 477
info@sanfp.co.uk

Sanctuary Financial is Authorised and Regulated by the Financial Conduct Authority. FCA Register number 807536. Registered in England and Wales Reg. No 09509709. Please note that the value of investments may go down as well as up and investors may get back less than they invest. Where these pages refer to investment performance it should be remembered that past performance is not a reliable indicator of future performance. The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details can be found by clicking here. The guidance and/or advice contained in this website is subject to the UK regulatory regime and is therefore restricted to consumers based in the UK. The FCA does not regulate tax or estate planning.