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Gareth Cozens

Financial Planner

Gareth Cozens

Financial Planner

What I do:

As a diploma qualified IFA, I am able to offer independent financial planning in investments, pensions, protection & estate planning. I also work in partnership with a number of solicitors managing a variety of trust investments where my previous legal qualifications complement this area of advice in addition advising on court of protection cases.

My approach to financial advice is to be professional and efficient with an emphasis on honesty and integrity. I like to work closely with my clients to develop a trusted working partnership with them so that I can deliver quality advice for the long-term. Outside of the office you will find me keeping fit, enjoying the outdoors and spending time with my family.

What I like:

Keeping fit and generally enjoy sport, in particular rugby and playing golf.

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