Financial Planners Elite

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Gareth Tregidon

CFP AIFP

CERTIFIED FINANCIAL PLANNER

 

Member profile details

Photo
Title
Mr
First name
Gareth
Last name
Tregidon
Qualification Letters
CFP AIFP
Status
  • CERTIFIED FINANCIAL PLANNER
Gender
Male
 

Contact Details

Job Title
Certified Financial Planner
Organization
Stafford House Investments
Company logo
Phone
07841 567823
Postcode
BS1 4RD
Local postcode area
CF
Region
Wales - South
Regions served
  • South Wales
Other postcode areas served
  • CF
  • LD
  • NP
  • SA
 

Financial Planning Service

Our Service in Brief
If you are looking for unbiased expert advice about planning for the future, then I believe we can help.

The firm has been built on the ongoing service we provide, which is one of the reasons why we are the firm of choice for a large number of legal practices across South Wales.

Any initial discussion is always free, so please do not hesitate to contact me even if it is just to find out more about what we do.
About our Service
Having been involved in financial planning for over 25 years, I have a wealth of knowledge based on experience particularly for those with a net worth in excess of £500,000.

Much of this time has been spent specialising in advice for retired people in Wales, in particular focusing on care fees and estate planning. Having encountered many of the same issues relating to care and estate planning in my own family, I have not only the technical qualifications but also the experience to deal with most situations.

I have appeared on BBC radio and television several times providing planning advice and opinions, and have also contributed to various articles in the local and national print media.
Services include:
  • Comprehensive financial planning
  • Lifestyle financial planning
  • Wealth management
  • Inheritance tax planning
  • Retirement planning
  • Long term care fees planning
  • Other
Specialist in
Comprehensive financial planning
Ideal Clients
If you are more interested in planning your finances than the "best" products, then I believe I can help. Due to the way we work (see below), most of the people who choose to deal with me have assets in excess of £500,000 and/or income of £100,000+. However, what is more important is a desire to have an adviser you can trust and discuss things with without worrying about being "sold to"!
How we Charge
We will always agree the costs of our services with you in advance, and you will always receive written confirmation of this.

We calculate our costs based on the work we are asked to undertake rather than the amounts involved. This obviously works best for larger amounts or more complicated scenarios, but it is the interaction between you and us that is more important.
 

Personal Information

Background
Having started my working life in retail and corporate banking, I moved into financial advice in 1990.

During this time I have run a leading health insurance company, worked for a private bank, a stockbroker and leading regional accountancy firm. The majority of the time has been spent as an independent adviser and latterly financial planner (and yes, they are different!).
Family/social
Married with two adult children and a dog!
Interests
My best stress release is walking the dog (or, more usually, the other way around). When I do get time to myself I enjoy reading and the wonderful Welsh coastline I am so fortunate to live near.
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