Gareth Shears's Linkedin Analytics

🔹 Chartered Financial Planner | Fellow of the Personal Finance Society | Business Profit Coach 🔹 Welcome! With 20+ years' experience in finance, I'm a co-founder of Sanctuary Chartered Financial Planners & Sanctuary Educate. Our Cardiff-based team has advised since 2005, dedicated to helping you live your best life. 🌟 About Me: Over 30 years of financial planning & business strategy experience, dedicated to realizing your dreams. We understand your need for peace of mind when it comes to your finances. 🔑 Core Values Shape Our Service: 1️⃣ Trust: Transparency for your peace of mind. 2️⃣ Expertise: Chartered financial planners, wealth managers & a certified planner. 3️⃣ Community: Impactful giving back is our mission. 4️⃣ Ethics: Doing right guides every step. 5️⃣ Efficiency: Your time & peace matter; we work discreetly. 🛤️ Tailor-Made Financial Solutions: Break free from cookie-cutter approaches. Let's shape a financial roadmap aligned with your unique aspirations. 🔸 Services: Financial Planning Comprehensive Advice Strategic Investments Pension & Retirement Planning Estate & Tax Planning Insurance Solutions Mortgages & Commercial Finance 💼 At Sanctuary: I steer us towards innovation, ensuring your client journey adds value and achieves your goals. 🌠 My Belief: Understanding you is key to effective guidance. Let's chart a course aligned with your ambitions. 🌐 Let's Connect: Connect for proactive financial solutions. Let's explore endless possibilities together.