Gareth Tregidon Email & Phone Number

Chief Executive Officer @ Nugenis Financial Planning Limited

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Gareth Tregidon's Location

Cardiff, GB

Gareth Tregidon's Work

Chief Executive Officer @ Nugenis Financial Planning Limited
Interim CEO and Head Of Financial Planning @ Nugenis Financial Planning Limited
Certified Financial Planner @ STAFFORD HOUSE INVESTMENTS LIMITED

Financial Planning Department Manager | Certified Financial Planner @ Bevan Buckland LLP
Associate Director @ Albert Goodman
Certified Financial Planner @ WH Ireland
Senior Consultant @ Sedgwick IFC (became part of Barclays)

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Gareth Tregidon's Education

Institute of Financial Planning
Certified Financial Planner (Financial Planning)
1999 - 2017
Chartered Insurance Insitute
Advanced Financial Planning Certificate (Financial Planning)
Chartered Institute for Securities and Investment
Certified Financial Planner
2015

Gareth Tregidon's Skills

Estate Planning
Strategic Financial Planning
Financial Advisory

Personal Finance
Investments
Inheritance Tax Planning
Trusts
Pensions
Retirement
Certified Financial Planner

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Gareth Tregidon's Summary

Gareth Tregidon, based in Cardiff, GB, is currently a Chief Executive Officer at Nugenis Financial Planning Limited, bringing experience from previous roles at Nugenis Financial Planning Limited, Stafford House Investments, Bevan & Buckland and Albert Goodman Chartered Financial Planners. Gareth Tregidon holds a 1999 - 2017 Certified Financial Planner in Financial Planning @ Institute of Financial Planning. With a robust skill set that includes Estate Planning, Strategic Financial Planning, Financial Advisory, Personal Finance, Investments and more, Gareth Tregidon contributes valuable insights to the industry. Gareth Tregidon has 2 emails and 1 mobile phone number on RocketReach.