Gareth Shears

Co-Founder & Chartered Financial Planner at Sanctuary Financial Planning
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Contact Information
us****@****om
(386) 825-5501
Location
Cardiff, Wales, United Kingdom, GB

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5.0

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Haydn Wakeling 🎬

Gareth and the team at Sanctuary Financial Planning are remarkably knowledgeable, reliable, and easy to work with. Handling investments and business responsibilities for various close contacts to an exceptional standard, whilst providing many other services such as mortgages, retirement, wills and more. They really do help you take control of your money with clear, simple, and solid financial solutions to make your money work for you. Highly recommend their services!

Daniel Martin

Gareth provides me with expert information for all my families financial needs and does so with his awesome interpersonal skills. I would thoroughly recommend as he is the best in the business.

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Credentials

  • Chartered Financial Planner
    Chartered Insurance Institute
    Oct, 2012
    - Nov, 2024

Experience

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Co-Founder & Chartered Financial Planner
      • Sep 2018 - Present

      At Sanctuary, we’re here to help you take control of your money with clear, simple and solid financial solutions that will allow you to take control of your finances and make your money work for you and your future.Combining specialist expertise and trusted market knowledge with leading industry technologies, we’ll guide you through the most effective processes to build your financial plan.From mortgages and pension plans to estate planning, protection and specialist investment advice – we’re here to help you make the most positive and significant impact on your financial health for both short-term and long-term benefits.

    • Co-Founder
      • May 2020 - Present

      Want to make the most of your finances and run a better business? Shane and Gareth are two Financial Planners on a mission, seeking out the ideas, tips and tricks to help you take control of your money and make it work for you. Nothing outrageous – just clear, simple, solid financial solutions.In this podcast we talk to business owners and sports people about all things business, mindset and resilience. Want to make the most of your finances and run a better business? Shane and Gareth are two Financial Planners on a mission, seeking out the ideas, tips and tricks to help you take control of your money and make it work for you. Nothing outrageous – just clear, simple, solid financial solutions.In this podcast we talk to business owners and sports people about all things business, mindset and resilience.

    • United Kingdom
    • Legal Services
    • Co-Founder
      • Nov 2017 - Present

      Sanctuary Estate Planners are here to help you and your family to ensure you have an estate plan in place that will express your wishes and won't break the bankMuch of our life is spent accumulating possessions, buying a house, saving for the future, planning for retirement and collecting ‘priceless treasures’ that have more sentimental than intrinsic value. It is only natural that you would want to pass those things on to the people that you care about most.Making sure that you’ve made plans for after you’re gone can give you peace of mind. It’s not nice to think about but it means that your loved ones can carry out your wishes and be protected from inheritance tax. To make sure that you’re prepared, we’ve put together this guide to cover the basics and help with some of the jargon. Estate planning allows you to put down in words what you want to happen after your death. It’ll really help the people you leave behind to know exactly what you wanted and make it easier on them.Making an estate plan also means:• letting family and friends know where you keep your will.• listing everything you own and your total debts.• recording all the gifts that you’ve given in the last seven years to make sure you don’t pay too much tax on your estate. • making sure your funeral preferences are known by your family.• Making a difficult time for family and loved ones that little bit easier

    • Sporting Goods Manufacturing
    • Co-Founder
      • May 2015 - Present

      This miracle hand balm had to treat and relieve dry, sore, cracked and chapped hands while providing temporary protection for these minor skin irritations. This miracle hand balm had to treat and relieve dry, sore, cracked and chapped hands while providing temporary protection for these minor skin irritations.

    • United Kingdom
    • Retail
    • Co-Founder
      • May 2013 - Nov 2020

      Why we love what we do…Bear Strength has been forged from a love of functional fitness and the community that surrounds it. It was only a matter of time before the two Welsh brothers wanted to give something back to this amazing community.Bear Strength is the one stop shop for any avid fitness and sport enthusiast. Not only producing their own functional fitness clothing for all types of high intensity work outs and WODs but they are also supply this thriving community with the best products available to help with their journey in fitness.Whether you need wrist straps to help you push through that next set of push press or to work on your mobility at the end of that gruelling WOD, Bear Strength have got you covered.Bear Strength are also proud sponsors of Welsh Crossfit box, Crossfit Boat Shed who made it to the European Regional’s 2013 in Copenhagen.

    • United Kingdom
    • Financial Services
    • Founder & Independent Financial Adviser
      • May 2010 - Sep 2018

      Providing independent financial advice to both private and corporate clients in all areas of financial planning. We are specialists in pensions being able to provide advice where many others simply aren't qualified to. Our team of advisers are highly trained and qualified, with specialities in all different fields. They provide a personal and tailored service to all of their clients, as they consider each and every client's circumstances to be unique. We pride ourselves on our professionalism and our efficiency and it is our team of support staff which help us maintain this. Our paraplanners work very closely with our advisers and provide not only administrative support, but also have a high level of technical knowledge ensuring we always give the best advice to our clients

    • United Kingdom
    • Spectator Sports
    • 1 - 100 Employee
    • Non-Executive Director
      • Sep 2011 - Nov 2013

    • United Kingdom
    • Financial Services
    • 1 - 100 Employee
    • Financial Adviser
      • Aug 2008 - Apr 2010

    • United Kingdom
    • Public Safety
    • 300 - 400 Employee
    • Detective Constable
      • Mar 2006 - Feb 2009

    • Police Constable
      • Jan 2003 - Mar 2006

Education

  • Cardiff Metropolitan University
    BA (Hons), Sport
    1997 - 2001
  • Chartered Insurance Institute
    Diploma In Financial Planning, Financial Planning and Services
    2008 - 2012
  • Chartered Insurance Institute
    CII Level 6 Advanced Diploma in Financial Planning, Financial Planning and Services
    2008 - 2022

Community

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