Gareth Harris
Diligent Wealth Planning Ltd
Minimum savings/pensions: Over £50,000
Minimum mortgage: Over £100,000
0292 053 8857
Based in Caerphilly
View locationChecks 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: 01 May 2025
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Gareth has not received any client reviews in the past 12 months
Gareth has not received any reviews in the last 12 months
Gareth has not received any client reviews in the past 12 months
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: 24 April 2023
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.
2
Qualifications Uploaded
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Gareth has not yet added their fees to their profile
13
Positive First Impressions
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 13 first impressions)
85% of users who are not yet clients had a positive first experience with Gareth
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 13 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: 01 May 2025
Gareth and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority
Recent Client Reviews
Gareth has not received any client reviews in the past 12 months
Gareth has not received any reviews in the last 12 months
Gareth has not received any client reviews in the past 12 months
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: 24 April 2023
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.
2
Qualifications Uploaded
Gareth has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below
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 not yet added their fees to their profile
Fees not yet added
Gareth has not yet added their fees to their profile
13
Positive First Impressions
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 13 first impressions)
85% of users who are not yet clients had a positive first experience with Gareth
85% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 13 first impressions)
As an experienced Financial Planner, I work with people who want to make the most of their money and achieve their financial goals. Being a husband and a father of 4, I understand only too well the importance of financial planning and discipline, but I also appreciate the complexities involved in making many life-defining, financial decisions. My clients are pleasantly surprised by the way I am able to help them understand and cut through complicated financial jargon, and complexity, so they can plan with ease and confidence. I help young professionals balance their long-term aspirations with everyday choices, give mature couples the confidence that their diligence has reaped its rewards, and generally help all clients discern the consequences of the financial decisions that they have to make.
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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