Gareth Channon Financial Consultancy Ltd

Independent Financial Adviser 5 Elwyn Drive, Mid Glamorgan, Merthyr Tydfil, CF47 0NJ
First meeting at adviser's own cost
Response rating
7.0 /10
FCA verified
19th August 2019
We can advise you on
    • Annuity purchase
    • Auto enrolment
    • Pension consolidation
    • Pension drawdown
    • Pensions review
    • Pensions transfer
    • Bad credit
    • Building your home
    • Buy to let
    • Buying commercial property
    • Buying first home
    • Buying overseas
    • Equity release
    • Flexible mortgages
    • High loan to value
    • Next home / Remortgaging
    • Right to buy
    • Self-employed mortgages
    • Wealth management
    • Ethical investments
    • ISAs
    • Investing for income
    • Investment trusts
    • OEICs
    • Socially responsible investments
    • Lump sum
    • Regular savings
    • Accident & sickness
    • Critical illness
    • Healthcare
    • Income protection insurance
    • Life insurance
    • Payment protection insurance
    • Estate planning
    • Income tax
    • Commercial mortgages
    • Employee benefits
    • Group pensions
    • Group protection
    • Long term care
Meet our advisers
Gareth Channon
Chartered Financial Planner
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
Where to find us

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

Make an enquiry
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 .

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.

Advice methods
  • phoneButton
    Telephone
  • icons
    Face to face
Preferred clients
Minimum wealth (income/assets)
£50,000
Minimum pension value
£50,000

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