Gwilym enjoys working with high earning families, successful professionals and business owners to help them to achieve financial independence and to live the lives they desire.

Working to a carefully created personal financial plan, Gwilym aims to build long term relationships with his clients to ensure that their medium and long term planning goals are continuously being updated and ultimately achieved.

Gwilym has been employed in financial services since 2010. He has since gained Chartered Financial Planner status demonstrating that he is at the forefront of the profession, while also serving as a mark of trust for current and prospective clients. In 2018 he was made a Fellow of the Personal Finance Society.

Accreditations

 

Away from the office

Gwilym is married with three children. In his spare time if he isn’t clocking up the miles in his running shoes as an active member of his local running club, Gwilym is attending football, rugby and swimming lessons with his children or on the beach with their family dog. Family is incredibly important to Gwilym, and he enjoys working with people who hold similar values.

The official bit

All financial advisers must be registered with the Financial Conduct Authority (FCA).

You can view Gwilym’s entry on the FCA Register by clicking here.

Furthermore, all advisers must be issued with a valid Statement of Professional Standing (SPS) which confirms that they continue to satisfy stringent requirements to act as a financial adviser.