Braintree
Gareth joined Perspective (East Anglia) Ltd in November 2022 as he shared our values which have our clients at the heart of everything we do.
Gareth previously worked in London as a trader and is well-versed in the financial markets. He later became a life insurance advisor and in 2018 gained his level 4 Diploma in financial advice and has been advising clients on their financial needs ever since.
His role is to help clients with their financial goals. Gareth enjoys helping clients understand their current finances and establish plans to help them achieve their retirement goals.
Gareth enjoys being out on the rugby pitch, he’s coached his son’s teams and occasionally plays a game or two himself. He loves travelling and tries to get away as often as possible. He has taught himself Spanish to help on his travels.
Check out Gareth’s VouchedFor profile here.
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Should you have cause to complain, and you are not satisfied with our response to your complaint you may be able to refer it to the Financial Ombudsman Service, which can be contacted as follows:
The Financial Ombudsman Service, Exchange Tower, London, E14 9SR
Tel: 0800 023 4567 or 0300 123 9123