glendingo

Wealth Manager & Financial Adviser

Business Services, United Kingdom.

Contact Gareth for:
  • Auto Enrolment advice
  • Income Protection
  • Life insurance
  • Pension advice

Category: Finance

About Gareth

An experienced financial adviser, I have been helping and advising clients for nearly 20 years.

In that time, I have helped clients save on a regular basis, make lump-sum investments, plan for retirement and get the best income possible when they do retire.

People often say to me that they have no wealth to manage. It is my job to help create it and build it over time.

I have also helped & advised companies, large & small, with their employee benefits & pension schemes and helped them plan for events from Automatic Enrolment to the loss of key employees.

Specialties:
- Individual Savings Accounts - Regular savings and lump sums
- Unit Trusts - Regular savings and lump sums
- Investment Bonds (Onshore & offshore) Lump sums & top ups

- Pensions: Personal - Regular savings, lump sums, Carry Forward, reviews, impartial transfer advice
- Pensions: Business - Regular savings, Auto Enrolment project (including provider recommendation & installation), reviews, staff communications,

- Financial Protection: Personal - Life Insurance, Mortgage Protection, Critical Illness, Permanent Health Insurance, Private Medical Insurance
- Financial Protection: Business - Group Life, Group Income Protection, Group Critical Illness, Executive Income Protection, Relevant Life Plans, Group Private Medical

 
 

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