0330 038 8942
Based in Merthyr-Tydfil
View locationTop Rated 2025
Top Rated advisers have met the qualification criteria for VouchedFor's Top Rated Guide, as determined by their client feedback
Verified since: October, 2020
4.9 out of 5
Checks carried out by VouchedFor
FCA Regulated
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 March 2025
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Gareth has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gareth has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
12
Qualifications Uploaded
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gareth has not yet added their fees to their profile
Fees not yet added
Gareth has not yet added their fees to their profile
Checks carried out by VouchedFor
FCA Regulated
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Last checked: 05 March 2025
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
13
Recent Client Reviews
Gareth has received 13 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gareth has received 13 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
Last checked: 21 October 2024
When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.
12
Qualifications Uploaded
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
12 qualification certificates available to view
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
Transparent Fees
Gareth has not yet added their fees to their profile
Fees not yet added
Gareth has not yet added their fees to their profile
A Chartered Financial Planner offering bespoke planning to high net worth clients. We provide a pension review service and specialise in retirement planning, investments advice, business planning, Inheritance Tax planning and Long Term Care advice. Working together - Our focus is on building relationships that are clear, open and consistent so that you can have complete confidence in us and in your financial decisions. So when it comes to our charges, you’ll see that we’ve kept things simple. Our transparent structure combined with a comprehensive support program means you can choose the level of support you require, giving you complete control over your relationship with us. Tax treatment varies according to individual circumstances and is subject change. The value of investments can fall as well as rise. You might get back less than you invested. You should only consider these products if you are willing to take some risk with your capital. We will consider whether such products are suitable for you before recommending an investment. Inheritance Tax Planning is not regulated by the Financial Conduct Authority
Offers available through VouchedFor
Contact Gareth through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for you.
£430,000 Consumer Protection
Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).
About Gareth's clients
Based on responses provided by clients who have reviewed this adviser
Clients' level of financial expertise
Household income
Savings
Clients' level of financial expertise
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Adviser Disclaimer
Approver Quilter Wealth Limited & Quilter Mortgage Planning Limited. 25/10/2023