Home › About us › Our team › Gareth Tregidon

Gareth Tregidon

Gareth Tregidon

Email: gareth@bevanbuckland.co.uk

Telephone: 01792 410115

Mobile: 07725 021164

My LinkedIn profile

Service:

  • Financial planning

I have been in the financial industry since 1983, initially in banking and for the last 20 years in financial services. 

Having passed my advanced qualifications in 1996 I became one of the first people in the UK to complete the internationally recognised Certified Financial PlannerCM licence in 1999. Included within my qualifications are specialisms in investments, Long Term Care, Equity Release and Lifetime Mortgages. 

My aim has always been to help people plan their finances so that they can achieve what they want in life, both before and during retirement.  I believe that the current economic and investment climate means people need true financial planning more than ever, and this is the service I aim to provide with Bevan & Buckland.
 
Qualifications
  • Certified Financial PlannerCM (CFPCM)
  • Branch Chairman of the Institute of Financial Planning (IFP) in South Wales
  • Assessor for the CFPCM licence in the UK
  • Accredited adviser - Society of Later Life Advisers (SOLLA)