Gareth Allan

Gareth Allan

Azets Wealth Management

Minimum savings/pensions: Any amount

0330 038 8939
Based in Newcastle-upon-Tyne
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Verified since: May, 2024

4.8 out of 5

8 reviews


Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 08 April 2025

    Gareth is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gareth's status

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Gareth has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Gareth has not yet added their qualifications to their profile

  • Transparent Fees

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    Gareth has not yet added their fees to their profile

  • 4

    Positive First Impressions

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

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

Checks carried out by VouchedFor

  • FCA status: Certified by Firm

    Last checked: 08 April 2025

    Gareth is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gareth's status

  • 2

    Recent Client Reviews

    Verified reviews: 100%

    Gareth has received 2 client reviews in the past 12 months; 100% of these have been verified

  • Independent Financial Adviser

    Last checked: 20 November 2024

    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.

  • Qualifications Uploaded

    Qualifications not yet added

    Gareth has not yet added their qualifications to their profile

  • Transparent Fees

    Fees not yet added

    Gareth has not yet added their fees to their profile

  • 4

    Positive First Impressions

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

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

During a 20 plus year career working in Financial Services including 6 years working in cross border tax in Portugal, Gareth joined Azets Wealth Management as a Financial Planner in September 2023 when he returned to his native Scotland. Gareth works from our Edinburgh and Perth offices and works with SME’s and Private Clients creating outcome led holistic financial plans through the use of pensions, investments, protection and estate planning. In his time away from work he enjoys spending time with his wife and playing football with his two young sons.

£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

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Adviser Disclaimer

Azets Wealth Management is a trading style of Azets Wealth Management Limited, which is authorised and regulated by the Financial Conduct Authority. Registered Office: Bulman House, Regent Centre, Gosforth, Newcastle upon Tyne, NE3 3LS. Company Number 05674020. Incorporated in England. Azets Wealth Management Limited is a subsidiary of Azets Holdings Limited.