Career Bio
Specialisms: Financial Planning for high net worth individuals and financial services joint venture companies.
Following his degree in Taxation & Financial Law, Gareth spent a number of years at a large Independent Financial Adviser (IFA) firm before joining Ward Goodman to help develop the Financial Planning arm of the business.
Gareth manages a large portfolio of clients which include business owners, professionals such as accountants and lawyers as well as a retired IFA. Many of Gareth’s clients have been referred to him which is testament to the high level of service provided and the trust that has been built up.
Gareth is also responsible for some of the firm’s key business relationships which include the highly successful joint-ventures with local law firms. Gareth also sits on the Ward Goodman investment committee which develops and reviews the firm’s over-arching investment strategy for clients.
Outside of work, Gareth still enjoys playing football and watching sports. Gareth’s annual trip to his homeland of Wales to watch rugby at the Millennium Stadium is a real highlight of the sporting calendar.
If you would like to discuss further, please book a meeting with an experienced member of our team. Simply let us know when’s best for you and we will get in touch to arrange a suitable time.
Ward Goodman is registered with the Institute of Chartered Accountants in England & Wales – registration number C002787945 and is regulated as a Registered Auditor in the UK. The audit practice is also registered with the Public Company Accounting Oversight Board to carry out audits of US subsidiaries located in the UK. Our accountancy and taxation professionals are registered as individuals with one or more of the following: Institute of Chartered Accountants in England & Wales, Association of Chartered Certified Accountants, Chartered Institute of Taxation, Association of Accounting Technicians, Association of Taxation Technicians and Society of Trust and Estate Practitioners. Ward Goodman Financial Services Limited is authorised and regulated by the Financial Conduct Authority. We are entered on the FCA register No 221867. The Financial Conduct Authority does not regulate taxation and trust advice. Company registration in England No 4494861. A summary of our internal procedures for the reasonable and prompt handling of complaints is available on request and if you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at https://www.financial-ombudsman.org.uk/ or by contacting them on 0800 0234 567
