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  11. Gareth Shackler, Quilter Financial Advisers

Gareth Shackler, Quilter Financial Advisers

Restricted - Whole of Market  22 Tuckwell Grove, Exeter, EX3 0EE
First meeting at adviser's own cost
I have more than 14 Years’ experience in the Finance industry, with a focus on providing an exceptional Financial Planning experience to clients. I provide friendly, tailored financial advice, in a clear and easy to understand way.
We can advise you on
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Annuity purchase
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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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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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Socially responsible investments
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Unit trusts
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Lump sum
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Regular savings
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Savings for children
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School fees planning
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Critical illness
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Income protection insurance
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Life insurance
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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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Response rating
7.0/10
phone Show number
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FCA authorised
Last authorised 15th August 2022
Meet our advisers
Mr Gareth Shackler
Financial Planning Consultant

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

About us

I truly enjoy making financial advice easy to understand and implement for my clients, whilst growing their overall wealth and simplifying their financial affairs. I also take pleasure in ensuring my clients have financial products that meet not only their immediate goals, but also their long-term aspirations.

As my client you will receive unbiased and clearly understandable recommendations, tailored to your personal circumstances and financial objectives. As a fully qualified financial professional, I am dedicated to building lifelong relationships with my clients and their families, supporting you through all stages of your life.

Our services

I’m able to discuss a range of financial services such as retirement planning and pension drawdown, tax efficient investment planning and risk management, inheritance tax/estate planning & financial protection such as life insurance.

Where to find us
Head office address: 22 Tuckwell Grove, Exeter, EX3 0EE
Service coverage
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£51,000
Minimum mortgage value
£0
Advice methods
  • phoneButton
    Telephone
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    Online (Live chat, video, email)
  • icons
    Face to face
Compliance

Your home may be repossessed if you do not keep up repayments on your mortgage.

Make an enquiry Request a call back Recommend to a friend
Response rating
7.0/10
phone Show number
check
FCA authorised
Last authorised 15th August 2022

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