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.
Importantly
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.
