Gareth Oldham
APFS Chartered Financial Planner
Hello, I’m Gareth.
My role at HLFS is to advise clients on a wide range of important planning areas, including:
- Investment planning
- Retirement planning
- Protection planning
- Inheritance tax planning (Trusts)
I also have an Advanced Diploma in Personal Tax and Trust Planning, which means I can assist you with extremely complex tax and planning issues.
Outside of work, I enjoy playing golf and football, watching the Welsh national team – I’m also a keen chef too.
Trusts are not regulated by the Financial Conduct Authority.
Accreditations
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
Click on the accreditations for more information
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
