Gareth Channon Financial Consultancy Ltd

Independent Financial Adviser  5 Elwyn Drive, Llanrumney, Cardiff, CF3 4AB
First meeting at adviser's own cost
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Building your home
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Buy to let
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Buying commercial property
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Buying first home
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Buying overseas
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Equity release
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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Investment trusts
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OEICs
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Offshore investments
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Socially responsible investments
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Unit trusts
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Lump sum
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National savings
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Regular savings
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Savings for children
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School fees planning
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Accident & sickness
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Critical illness
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Healthcare
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Income protection insurance
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Large business
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Life insurance
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Payment protection insurance
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Small business
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Estate planning
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Income tax
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Taxation planning
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Commercial mortgages
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Corporate pension
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Employee benefits
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Group ISA
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Group Pension/Stakeholder
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Group Protection/Life Insurance
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Group critical illness
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Group income protection
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Group life insurance
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Group private medical insurance
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Group risk
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Long term care
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020
Meet our advisers
Gareth Channon
Chartered Financial Planner

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

In order to have completed this qualification, individuals were required to obtain three units. These could have been selected from any combination of the available units at that time but must have included the compulsory G10 unit - Taxation and Trusts.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

This examination enhanced general pension knowledge, particularly in pension transfers and opt-out business.

This examination assessed a knowledge and understanding of investments and an ability to advise individual clients on the construction of investment portfolios to meet both their current and foreseeable future needs.

Accreditations
Chartered Financial Planner
What our clients say
Gareth Channon advised my parents from 2001 until the end of their lives. He has also been my financial advisor for nearly the same amount of time. Gareth has always given sound and comprehensive advice and is always available to discuss any questions I might have. He is trustworthy and reliable and I have absolutely no hesitation in recommending his services.
Ms D S, London
About us

The principal, Gareth Channon, is a Chartered Independent Financial Adviser with over 20 years experience.

Gareth is proud to have achieved the prestigious Chartered status in recognition of his commitment to professional excellence, integrity and advanced qualifications.

Gareth is a member of the Personal Finance Society, having achieved Advanced Planning Certificates in Pension Planning, Investments and Taxation and Trusts.

Our offices are based in Mountain Ash with qualified staff ensuring clients receive the highest levels of service.

We offer a full range of financial planning, including complex pension planning and wealth management.

Our business is founded on building long term relationships with clients.

The value of pensions and investments and the income they produce can fall as well as rise. You may get back less than you invested.

There are other providers of Payment Protection Insurance [Short-Term Income Protection] and other products designed to protect you against loss of income. For impartial information about insurance, please visit the website at <url hidden>.

Equity Release will reduce the value of your estate and can affect your eligibility for means tested benefits.
Tax treatment varies according to individual circumstances and is subject to change.

Commercial mortgages are referred to a master broker.

Our services

•Expert advice to help you maximise your existing pensions.

•A pension forecast service; providing guidance on what your pensions may be worth and what your income may be in retirement.

• When you retire our retirement advice will provide a clear plan on how you can make the most of your pensions and wealth for yourself and future generations.

•A comprehensive Wealth Management service; advising on investment growth and income and a review of existing investments.

•Advising business owners to protect the business in the event of a serious illness or the death of a director or a key employee.

Where to find us

5 Elwyn Drive, Mid Glamorgan, Merthyr Tydfil, CF47 0NJ

Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 23rd January 2020

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