0330 038 8939
Based in Belfast
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: January, 2017
4.8 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: 09 March 2025
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Gareth has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gareth has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gareth has provided information on their typical fees
Gareth has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
30
Positive First Impressions
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 30 first impressions)
87% of users who are not yet clients had a positive first experience with Gareth
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 30 first impressions)
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: 09 March 2025
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
18
Recent Client Reviews
Gareth has received 18 client reviews in the past 12 months; 100% of these have been verified
Verified reviews: 100%
Gareth has received 18 client reviews in the past 12 months; 100% of these have been verified
Independent Financial Adviser
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
Last checked: 07 March 2025
An independent adviser can advise across a sufficiently diverse range of products to help meet a client’s objectives. They are in no way limited to products provided by companies they work for.
3
Qualifications Uploaded
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
3 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 added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
Gareth has provided information on their typical fees
Gareth has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below
30
Positive First Impressions
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 30 first impressions)
87% of users who are not yet clients had a positive first experience with Gareth
87% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 30 first impressions)
I am a Chartered Associate of the London Institute of Banking and Finance and have been in financial services since 1998. I offer Independent Advice to private individuals and business owners. I specialise in the areas of investment and pensions. I can also advise on Inheritance tax planning and Protection for you and your family. We have offices near Broughshane, and Belfast. I am passionate about helping my clients achieve and maintain their financial goals. I am also a big fan of the Belfast Giants and enjoy getting out and about on my motorbike (fair weather biker). I also enjoy golfing and am a member of Galgorm Golf Club. Our process begins with an initial consultation at £200 – this is an opportunity for us to discuss your financial situation, incorporating a holistic approach to overall financial planning. This will also allow us to discuss with you any current plans you have in place. I look forward to discussing your financial planning needs with 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
We currently have an initial consultation charge of £150, payable prior to appointment.