Chartered Financial Planner
Gareth joined MHA Tait Walker in January 2017 as a Chartered Financial Planner based in Cumbria and North Lancs. Gareth is highly qualified and he is one of few financial planners who is not only ‘Chartered’ but is also a ‘Fellow’ of the Chartered Insurance Institute.
Having been advising clients for over 11 years Gareth strongly believes that money should offer people freedom, lifestyle and peace of mind and should not be something which causes worry. In order to do this he builds trusting long term relationships with his clients, allowing him to implement bespoke financial plans for them which are tailored to their individual circumstances and needs.