Gareth Reynolds is the Chartered and Certified Financial Planner and Managing Director of the practice. Gareth has been in financial services since 2006 and has quickly developed into a retirement specialist to both individual and corporate clients.
He has a drive for professional qualifications and quickly advanced from the benchmark financial services CeFA qualification to acquire both the Advanced Diploma in Financial Planning and also the Certified Financial Planner qualification. This means that Gareth is one of a small number of advisers who is both a Chartered and Certified financial planner
Gareth is regularly featured in publications such as FT adviser, professional adviser and New Model Adviser and was recently commended in the Young Financial Adviser of the Year award at the Unbiased 2015 award ceremony.
Sarah Dixon – ParaPlanner
Sarah brings her experience of working within the corporate sector to the office and is a key element to the day to day running of the business. She is a qualified mortgage adviser, but works in a non advising role within the business, harnessing the skills learned as a business analyst to ensure that our workplace is as streamlined and efficient as possible.