Gareth Whitehead

Gareth Whitehead

Gareth Whitehead Financial Solutions

Minimum savings/pensions: Any amount

0330 038 8940
Based in Coventry
View location

Verified since: July, 2021

5 out of 5

29 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 May 2025

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

  • 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: 06 June 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.

  • 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

  • 9

    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 9 first impressions)

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 13 May 2025

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

  • 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: 06 June 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.

  • 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

  • 9

    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 9 first impressions)

I am committed to helping those around me and put simply, I help people protect the things that are most important to them. Gareth Whitehead Financial Solutions was started to offer my network and those around me a full financial review service. This then allows us to produce a bespoke financial solution suitable for each client’s individual needs. The business has provided peace of mind and clarity around life plans, allowing the client to concentrate on living and enjoying life. If you would like to arrange a life plan discussion to be underpinned by your own bespoke financial plan, get in touch. 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. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. 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 xx/xx/xxxx

£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

Age group

Clients' level of financial expertise

Reviews of Gareth

Are you a client of Gareth? Write your own review

No reviews matching your filter selections.

VouchedFor Disclaimer

Please Note: While VouchedFor.co.uk undertakes significant effort to ensure the information provided on this website is correct, it is your responsibility to confirm its accuracy with the adviser. Any decisions you take having spoken with the adviser must be made by you on the basis of your own investigations. Use of this website is subject to the website terms & conditions and privacy policy. Local rates apply from a BT Landline when calling 0845 numbers, costs from mobiles and other operators may vary.