Gareth Shears Email & Phone Number
Co-Founder and Chartered Financial Planner @ Sanctuary Chartered Financial Planners
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Gareth Shears Location
- Cardiff, GB
Gareth Shears Work
- 2018 -now Co-Founder and Chartered Financial Planner @
- 2020 -now Co-Founder @
- 2017 -now Co-Founder @
- 2015 -now Co-Founder @
- 2013 -2020 Co-Founder @
- 2010 -2018 Founder and Independent Financial Adviser @
- 2011 -2013 Non-Executive Director @
- 2008 -2010 Financial Adviser @ Blueprint Financial Services
- 2006 -2009 Detective Constable @
- 2003 -2006 Police Constable @
Gareth Shears Education
- Chartered Insurance Institute
CII Level 6 Advanced Diploma in Financial Planning (Financial Planning and Services)
2008-2022 - Chartered Insurance Institute
Diploma In Financial Planning (Financial Planning and Services)
2008-2012 - Cardiff Metropolitan University
BA (Hons) (Sport)
1997-2001
Gareth Shears Skills
- Pensions
- Investments
- Personal Protection
- Equity Release
- Residential Mortgages
- Inheritance Tax Planning
- Retirement Planning
- Protection
- Mortgage Lending
- Income Protection
- Wealth Management
- Retirement
- Investment Advisory
- Savings
- Financial Risk
- Critical Illness
- SIPP
- Insurance
- Wealth Management Services
- Estate Planning
- Individual Pension Plans
- Portfolio Management
- Personal Finance
- Holistic Financial Planning
- Personal Pensions
- Buy to Let
- Strategic Financial Planning
- Tax
- Pension Funds
- Finance
- Investment Strategies
- Financial Advisory
- Project Management
- Training
- Firearms
- Microsoft Office
- Criminal Investigations
- Criminal Justice
- Public Speaking
Gareth Shears Summary
- Gareth Shears, based in Cardiff, GB, is currently a Co-Founder and Chartered Financial Planner at Sanctuary Financial Planning. Gareth Shears brings experience from previous roles at Building Business Resilience Podcast, Sanctuary Estate Planning, Tear Care and Bear Strength Limited. Gareth Shears holds a 2008 - 2022 CII Level 6 Advanced Diploma in Financial Planning in Financial Planning and Services @ Chartered Insurance Institute. With a robust skill set that includes Pensions, Investments, Personal Protection, Equity Release, Residential Mortgages and more. Gareth Shears has 1 emails and 1 mobile phone numbers on RocketReach.
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