0330 038 8941
Based in Windermere
View locationChecks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
Gareth is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gareth's status
7
Recent Client Reviews
Verified reviews: 100%
Gareth has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 19 November 2024
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.
2
Qualifications Uploaded
2 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 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
11
Positive First Impressions
91% of users who are not yet clients had a positive first experience with Gareth
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 11 first impressions)
Checks carried out by VouchedFor
FCA status: Certified by Firm
Last checked: 15 February 2025
Gareth is fully authorised under the FCA's Senior Managers & Certification Regime. A regulated Senior Manager has confirmed Gareth's status
7
Recent Client Reviews
Verified reviews: 100%
Gareth has received 7 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
Last checked: 19 November 2024
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.
2
Qualifications Uploaded
2 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 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
11
Positive First Impressions
91% of users who are not yet clients had a positive first experience with Gareth
91% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 11 first impressions)
I am a Chartered Financial Planner based in Cumbria and North Lancs and offer financial advice on both a face to face and online basis. The first meeting is an opportunity for me to get to know you, what your objectives are, and how can I help you achieve these. The fee for this meeting is at my expense, it is free to you and without obligation. I offer advice on all aspects of financial planning however over my career I have become a specialist in the retirement market. I have gained an in depth knowledge and experience of all types of pensions including defined benefit, income drawdown and annuity purchase. Annuity purchase has become a popular choice now that interest rates are higher. We not only search the whole of the market to get our clients the best rates but also ensure they set up the annuity with most suitable options. Having been advising clients for over 17 years I strongly believe that money should offer people freedom, lifestyle and peace of mind and should not be something which causes worry. In order to do this I build trusting long term relationships with my clients, allowing me to implement bespoke financial plans for them which are tailored to their individual circumstances and needs.
Offers available through VouchedFor
Contact Gareth through VouchedFor and your initial 1 hour meeting or phone call will be free of charge. You can use this to discuss your situation and find out whether you feel they are a good match for 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
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Savings
Clients' level of financial expertise
This adviser has some reviews that were left while they were employed at a different firm to the one they are at now.
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Adviser Disclaimer
All Wealth Management Partners are Restricted Financial Advisers within True Potential Wealth Management LLP which is authorised and regulated by the Financial Conduct Authority. FRN 529810. Registered Head Office: Newburn House, Gateway West, Newburn Riverside, Newcastle upon Tyne, NE15 8NX. True Potential Wealth Management is a Limited Liability Partnership. OC356611. Your capital is at risk, investments can fluctuate in value and investors may not get the amount back they initially invest. Past performance is not a guide to future performance. Tax rules can change at any time. We offer non-investment protection products (e.g., term assurance, income protection and critical illness from a range of insurers). Please remember your home or property may be repossessed if you do not keep up repayments on your mortgage. We give clients the option to pay for mortgage advice by fee rather than commission. We offer non-investment protection products (e.g. term assurance, income protection, critical illness and buildings, and contents from a range of insurers. The Financial Conduct Authority do not regulate, Will Writing, Tax Advice and Estate Planning. The guidance and/or advice contained within the website are subject to the UK regulatory regime and is therefore primarily targeted at customers in the UK.