Why us?

Your financial planner should become a trusted ally, someone who will help you plan your future and take life’s big decisions. It’s, therefore, crucial you make the right choice. Here are some of the reasons why our clients ‘seek sanctuary’ with us.

We are financial planners

We focus on you rather than financial products. Once we’ve understood your needs and wants, we’ll use forecasting software to construct a plan so you can visualise your financial future. Unlike traditional financial advisers, it’s only then that we will start to consider financial products.

We charge fixed fees

Most financial advisers charge a percentage of the money you invest. This inevitably means their relationship is with your money and not you. We don’t think that’s right. Therefore, we charge fixed fees, based purely on the complexity of your situation and the value we add.

We are independent

We are independent in every sense of the word. We offer independent financial advice. So, when our financial plans require the use of products, such as a pension, we have no restrictions on those we can select. We’re also independently owned, allowing us to make decisions based on what’s right for our clients over the long term.

We are highly rated

Our clients value the service we provide. This is demonstrated by our rating on VouchedFor, an independent platform used to rate and review financial advisers and planners.

 

Sanctuary Financial Planning profile

We are local

We are proud of our Welsh heritage and delighted to advise people living in South Wales. We typically hold meetings in our Cardiff or Newport office. However, we are very happy to embrace modern technology and hold meetings via Skype or video conference.

We are transparent

We are open and transparent in everything we do. For example, unlike most financial advisers or planners we publish details of our fixed fees on this website. Potential clients can, therefore, find out how much they will be charged before they get in touch.

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

Take Control

Make your finances work for you and your future aspirations