Kevin Gatland

Kevin Gatland

Gatland Wealth Management

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8938
Based in Godalming
View location

Top Rated 2025
Verified since: July, 2021

5 out of 5

48 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 March 2025

    Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Kevin has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 16 January 2025

    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.

  • 16

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  • Transparent Fees

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  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kevin

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 5 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 29 March 2025

    Kevin and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 11

    Recent Client Reviews

    Verified reviews: 100%

    Kevin has received 11 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 16 January 2025

    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.

  • 16

    Qualifications Uploaded

    16 qualification certificates available to view

    Kevin has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Fees not yet added

    Kevin has not yet added their fees to their profile

  • 5

    Positive First Impressions

    100% of users who are not yet clients had a positive first experience with Kevin

    100% of VouchedFor users have had a positive (4 or 5 star) first experience with Kevin (based on 5 first impressions)

We build your goals, dreams and aspirations into a personalised financial plan backed up by sophisticated cashflow planning software. We help you stay on track through a lifelong partnership making adjustments when needed. Crucially, we help you protect what you hold dear, build wealth and avoid costly financial mistakes. You'll work with a Chartered Financial Planner who is an expert in financial planning, coaching and advice. You’ll be able to visually see your personal financial plan stretching decades ahead, be at the forefront of financial opportunities and know that our working relationship means we have you and your aspirations and interests front and centre. First, we understand your purpose and goals, then plan bespoke proposals and selections to fit your needs from the following areas: > Investment planning in global equities, bonds, property and alternatives; > Retirement planning, pensions, drawdown and annuities; > Inheritance tax planning using tools such as Trusts and Business Relief; > Protection planning e.g. life insurance, income protection and critical illness. Working with us is a fully collaborative, enjoyable journey built in with proactive, regular reviews to ensure that you make the most of your money and staying on track to achieve your goals, dreams and aspirations. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved 04/06/2024

£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).

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Adviser Disclaimer

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.