0330 038 8940
Based in Coventry
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FCA Status: Pending
Checks for Gareth and/or the firm they work for (or are appointed representatives of) are currently pendingThis check is pending
Checks for Gareth and/or the firm they work for (or are appointed representatives of) are currently pending
2
Recent Client Reviews
Gareth has received 2 client reviews in the past 12 months; 100% of these have been verifiedVerified reviews: 100%
Gareth has received 2 client reviews in the past 12 months; 100% of these have been verified
Restricted Financial Adviser
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.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.
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9
Positive First Impressions
100% of VouchedFor users have had a positive (4 or 5 star) first experience with Gareth (based on 9 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)
About
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