Gareth Rose

Chartered Financial Planner
  • Chartered Financial Planner
  • Fellow of the Personal Finance Society (FPFS)

In the office

Gareth has more than 20 years of financial services experience.

Qualified to advise across all areas of financial planning, he specialises in pension planning for people who are both pre- and post-retirement.

His particular area of expertise is in the use of small self-administered schemes (SSAS) for business owners; he regularly works with senior execs, directors and owners to help them achieve their financial objectives.

Gareth is qualified to the highest level being Fellow status. He works closely alongside the CII in devising regulatory exams for financial services professionals.

Off the clock

Gareth is married with three kids who keep him busy – most ‘free’ time is spent in the role of taxi driver between their various sporting activities!

The other member of the family is Rosa the Labradoodle who very much helps keep him sane.

When he does have some time to himself, you can often find Gareth at Horwich Swimming Club in Bolton where he is the acting Chairman.


It’s important to always check the credentials of any financial planner you’re considering working with. You can view Gareth’s important information below.

Stratagem explain everything clearly to me and are very patient with my questions. They respond to phone calls and emails promptly and give me regular updates. I would have no hesitation in recommending them.

Sharon from Cheadle

Gareth was recommended to me. I liked his detailed approach to my circumstances. He always fully explained the advice he put forward in a way that my wife and I could understand.

A client in Cheshire
Spotlight questions
On an ideal weekend you’ll find me:
At Conwy Morfa with the family and dog!
My favourite karaoke song is:
James – Sit Down
If I could be any fictional character, I would be:
James Bond – for the cars, obviously
The first album I bought was:
It was a ‘NOW Album’ and a very low number! I think 8!
My proudest moment as a Financial Planner was:
Helping a client retire 10 years early so he could spend more time with his disabled son who was seriously ill.
If I could turn any activity into an Olympic sport, I would win a medal in:
Burger eating – won many a challenge!
When the dessert menu arrives, I’m looking for:
A sundae
My favourite holiday destination is:
South of France

Stratagem Financial Planning Limited is authorised and regulated by the Financial Conduct Authority. Stratagem Financial Planning Limited is entered on the Financial Services Register under reference 819330. Registered in England, Company number 11456453 Registered Office: 1 Park Lane, Poynton, Cheshire, SK12 1RD.


If you wish to register a complaint, please contact David Shirley at or on 01625 839 839.

Please be assured we treat complaints seriously. A summary of our internal complaints handling procedures is available on request. If you cannot settle your complaint with us, you may be entitled to refer it to the Financial Ombudsman Service at or by contacting them on 0800 023 4567.