Gareth joined GM Wealth Management in February 2021 after a year of paraplanning for our founder and pursuing his financial advice qualifications. With a focus on wealth and retirement planning, Gareth has developed a diverse client base, assisting individuals of all ages in achieving their long-term financial goals.
Transitioning into finance mid-career, Gareth had to master complex financial concepts as a newcomer, a journey that has proven invaluable. He takes great pride in his ability to demystify regulations and theories that may seem overwhelming to clients, ensuring they gain a clear understanding. One of Gareth's proudest achievements was receiving the remark, “You have taught me more about pensions in the past hour than my previous advisor did in 12 years.”
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Qualifications and areas of specialism:
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Diploma in Financial Advice (DipFA)
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Certificate in Mortgage and Protection (CeMAP)
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Certificate in Long-Term Care Planning (CertLTCP)
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Member of the London Institute of Banking and Finance (MLIBF)
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Specialisms: wealth & investments, estate planning, pensions & retirement planning, workplace pensions, long-term care planning, protection.
Did you know...
Gareth is a big foodie and loves nothing more than entertaining family and friends at his home or enjoying a tasting menu with paired wine flight! Gareth read Music at The University of Manchester and had achieved Grade 8 in Piano, Violin and Viola by the age of 17.