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Gareth Shears

Gareth Shears of Sanctuary Financial Ltd is based in Cardiff. Gareth has up to 14 years of Experience in Financial Services.

Permitted, Regulator Controlled Functions:
[FCA CF] Client dealing
[FCA CF] Functions requiring qualifications
CPD20 - Advising or arranging regulated mortgage contracts
CPD21 - Advising or arranging equity release transactions
CPD4 - Personal recommendation on retail investments (not broker funds)
CPD6 - Personal recommendation on Friendly Soc tax-exempt policies(not Holloway)
Responsibility for MCD Intermediation
SMF17 Money Laundering Reporting Officer (MLRO)
SMF3 Executive Director

Previous Employment:
Niche Independent Financial Advisers Limited20/05/2010 to 11/09/2018
Blueprint Financial Services Ltd17/07/2009 to 27/04/2010
Openwork Limited17/07/2009 to 27/04/2010
My Pension Expert