Gareth is a Chartered Fellow of the Personal Finance Society, with over 15 years’ experience in advising clients on various financial planning matters.
Alongside his advanced financial adviser qualifications, Gareth is also an Affiliate member of STEP (The Society of Trust and Estate Practitioners), which builds on the full range of services offered by the in-house lawyers and tax experts within the firm's Private Wealth team.
Gareth specialises in providing advice to individuals, trusts and companies on a broad range of financial matters. He enjoys building long term and trusted relationships with his clients in order to deliver well-rounded and flexible advice.
Frequent areas of work include pensions and retirement advice, inheritance tax planning and investment portfolio reviews. He regularly works closely with other professional advisers, such Solicitors, Accountants, Corporate Finance Managers, Stockbrokers and Land Agents, to collaboratively embrace planning areas such as Trust structures, offshore investments and commercial property purchases via pension funds.