My job is my passion and I love to meet clients and get to know them on a business and personal basis. My advice is tailored to meet your personal and/or business objectives.

I have worked in financial services for over 30 years and provide broad based advice, mainly to directors in the eye care industry, business owners, company directors, professionals and retired clients, helping them with practical solutions to the financial issues that concern them most.

My Advice covers a lot of areas, but specialising in Retirement planning, Protection Planning, Savings & Investment planning, Helping Business owners achieve their financial goals and Residential, lifetime and buy-to-let mortgages

As a Partner Practice of St. James’s Place Wealth Management based in Bournemouth (but with clients across the whole of the south), my emphasis is on maintaining a long-term relationship with my clients and to provide them with a tailored source of trusted advice as their financial needs evolve over the years.

If you think you could benefit from a non obligation financial review then please contact me to arrange a meeting.

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

To understand the features and risks associated with lifetime mortgages please ask for a personalised illustration.

Some buy to let mortgages are not regulated by the Financial Conduct Authority.

Meet the Team

Gareth Griffiths

Principal

Emma Locke

Personal Assistant

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