Specialisms: Financial Planning for high net worth individuals and financial services joint venture companies.  

Following his degree in Taxation & Financial Law, Gareth spent a number of years at a large Independent Financial Adviser (IFA) firm before joining Ward Goodman to help develop the Financial Planning arm of the business.

Gareth manages a large portfolio of clients which include business owners, professionals such as accountants and lawyers as well as a retired IFA. Many of Gareth’s clients have been referred to him which is testament to the high level of service provided and the trust that has been built up.

Gareth is also responsible for some of the firm’s key business relationships which include the highly successful joint-ventures with local law firms.  Gareth also sits on the Ward Goodman investment committee which develops and reviews the firm’s over-arching investment strategy for clients.

Hobbies/Interests outside of work

Outside of work, Gareth still enjoys playing football and watching sports.  Gareth’s annual trip to his homeland of Wales to watch rugby at the Millennium Stadium is a real highlight of the sporting calendar.