Planning for later life?

Accountancy firm strengths team with a one of a kind advisor.

Gareth TregidonLeading South Wales accountancy firm Bevan & Buckland have appointed Chairman of the South Wales branch of the Institute of Financial Planning, Gareth Tregidon to head up their financial services team as part of the firm’s ongoing development plans.

Gareth holds the internationally recognised Certified Financial PlannerCM qualification as well as being an accredited Later Life Adviser (LLAA) with the Society of Later Life Advisers. These accreditations have allowed Gareth to become a well known speaker and commentator on financial products and services for the later life market.

 “I’m delighted to be joining the Bevan & Buckland team; my specialisms are within investments, long term care, equity release and lifetime mortgages which will fit well with the firm’s niche areas such as charities, care homes, healthcare and the legal sector” explained Gareth”

“My aim is to help people plan their finances so they can achieve what they want in life, both before and during retirement.  I believe the current economic and investment climate means people need true financial planning more than ever, and this is the service I will be providing through Bevan & Buckland.”

 Managing Partner Cuan O’Shea commenting on the appointment said “Gareth is the only adviser in Wales to hold both the Certified Financial PlannerCM and the Later Life Adviser qualifications, so we’re delighted he will be heading up our financial services team. The skills and experience he brings to our team will prepare our financial services department for the changes being introduced by the FSA next year, and ensure our clients continue to be well advised”.

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