Gareth Thomas

Independent Financial Adviser  3 Greenwood Road, Cardiff, CF5 2QD
FCA authorised
Last authorised 24th January 2022
We can help you make sense of your finances.
We can advise you on
Corporate pension
Employee benefits
Group ISA
Group Pension/Stakeholder
Group Protection/Life Insurance
Group critical illness
Group income protection
Group life insurance
Group private medical insurance
Group risk
Meet our advisers
MR Gareth Thomas DipIP PFA
Independent Financial Adviser
About us

Compass Wealth Management Consultants is one of the UK's leading Independent Financial Advisers and Investment Managers.

Compass has become one of the most successful Wealth Managers in the UK advising clients with invested assets in excess of £500 million. Compass is uniquely positioned to provide solutions to meet all the financial planning and wealth management requirements of individuals and businesses alike.

Using the latest technology, we accommodate the differing needs of clients by offering face-to-face financial planning and wealth management.

Compass is an organisation whose purpose is to help Private and Corporate clients understand, create, protect, and increase their assets.

Our services

Combining various types of investments, a diversified portfolio can produce significantly better returns than those associated with interest rates offered from banks or building societies.

Our investment service creates a number of Risk graded portfolios for either growth or income.

The integral component of any Wealth Management Proposition is how your investments are reviewed. Should you elect to use our model portfolio service we will monitor the progress of each investment we recommend and we provide a quarterly update detailing the performance of the portfolios and make recommendations to alter funds where we feel it to be necessary.

Preferred clients
Minimum wealth (income/assets)
Minimum pension value
Minimum mortgage value
Advice methods
  • phoneButton
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    Online (Live chat, video, email)
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    Face to face

3 Greenwood Road, Llandaff, Cardiff, CF5 2QD

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