Gareth Whitehead Financial Solutions - Financial Adviser

Gareth Whitehead

I am committed to helping those around me, and put simply, I help people protect the things that are most important to them.

E-Briefing Service

Location : Allesley

07949 409518

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About

Gareth Whitehead Financial Solutions was started to offer my network and those around me a full financial review service. This then allows us to produce a bespoke financial solution suitable for each client’s individual needs. The business has provided peace of mind and clarity around life plans, allowing the client to concentrate on living and enjoying life.

If you would like to arrange a life plan discussion to be underpinned by your own bespoke financial plan, get in touch.

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Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

We’re here to make the money you’ve worked hard for, work just as hard for you. Together, we will create a personal investment strategy, and a detailed plan to help you reach your personal goals.

Our insurance and protection products are designed to look after you and those you love, should life take an unexpected turn.

We all want to make sure that we’ve got enough money for a long, comfortable retirement. Having a detailed retirement plan in place will bring peace of mind today, knowing you can enjoy tomorrow.

Finding the right mortgage for you can be a minefield. So we offer practical, clear advice on mortgages, loans, and financing, plus access to specialist banking services.

SJP’s comprehensive range of Corporate Services helps entrepreneurs and corporate directors manage their personal, business and employees’ financial security.

Our network of professional specialists provides all the help and support you’ll need with more specialised services such as Will writing.

Intergenerational wealth management helps families cascade their collective wealth across generations to support each other.

Use these calculators to help you determine more about your current or future financial position.

SJP chooses its external fund managers extremely carefully. Only those we consider outstanding in their field manage our client funds.

More about St. James's Place

We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond.

A number of carefully selected external managers of outstanding ability manage our client funds.

The Charitable Foundation is the charitable arm of the St. James's Place Group.

It’s not all about winning awards, but we are pleased that we have been recognised over the years, both by the wealth management industry but more importantly, by you.

St. James's Place Guarantee

St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.

SJP Approved 04/03/2023

The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.