Gareth Rose's Location
Poynton, GB
Gareth Rose's Work
- Chartered Financial Planner @ Stratagem Wealth
- Chartered Financial Planner @ Sedulo
- Chartered Financial Planner @ Rowanmoor
- Chartered Financial Planner @ MHA
- Chartered Financial Planner @ Gresham Wealth Management Ltd
- Chartered Financial Planner @ Greystone Financial Services
- Private Banking Assistant @ Lloyds Bank
Gareth Rose's Education
- Bolton Sixth Form College
(Accountancy, Business Studies, Maths and Further Maths)
1998 - 2000 - Little Lever High School1993 - 1998
- Chartered Financial Planner
(Financial Planning and Services)
Gareth Rose's Skills
- Pensions
- Inheritance Tax Planning
- Retirement Planning
- Financial Advisory
- Tax
- Financial Planning
- Investments
- Wealth Management
- Income Protection
- Critical Illness
Gareth Rose's Summary
Gareth Rose, based in Poynton, GB, is currently a Chartered Financial Planner at Stratagem Financial Planning, bringing experience from previous roles at Sedulo, Rowanmoor Group plc, Moore and Smalley LLP and Gresham Wealth Management Ltd. Gareth Rose holds a 1998 - 2000 Bolton Sixth Form College. With a robust skill set that includes Pensions, Inheritance Tax Planning, Retirement Planning, Financial Advisory, Tax and more, Gareth Rose contributes valuable insights to the industry. Gareth Rose has 1 email on RocketReach.
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