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About Us
Gareth Chalk
Independent Financial Adviser
I have been in financial services for 10 years, offering Independent Financial Advice for the last eight of these. Duties have also included working for a large national IFA as Associate Manager for the region with responsibilities including monitoring and signing off advice from fellow advisers within the regional office - ensuring that integrity, sound technical knowledge and effective client servicing remains at a high standard across all advisers.
Whilst studying towards the Advanced Diploma in Financial Planning I have achieved advanced specialist qualifications in Tax planning, Equity Release, Pension Income Options and Care Fees Planning. I am also a member of Symponia - an organisation of Independent Financial Advisers specialising in the sensitive area of Care Fees Planning.
Prior to a career in financial service, I trained as a Primary School Teacher, and worked as a Payroll Manager. I was born in South Wales where I continue to live with my wife Nicola, and daughters Bethan and Seren.
Josie Vellucci-Senior
Paraplanner / Technical Support
Josie has been in the Industry for 12 years, and a fully qualified Independent Financial Adviser in her own right for over 6 years, holding the full Financial Planning Certificate. Studying towards the Advanced Diploma in Financial Planning, Josie holds advanced specialist additional qualifications in Equity Release and Long Term Care Planning.
Josie is an integral part of the team providing the valuable technical research and support. Josie will research the market, helping produce accurate reports that are specific to your needs. Josies helps me prepare for each meeting to ensure that all advice I give you is accurate and based on the current market positions.
Josie lives just outside Cardiff with her husband a two sons. In her spare time Josie enjoys running, and cooking traditional Italian meals for her whole family!
Louise Watson
Client Account Manager
Louise has a strong Customer Service ethos with over 20 years experience in various roles in and around financial services.
Louise's role is to look after any client requests or queries, and ensure that the expectations of our clients and met and exceeded. Louise will contact clients regularly updating them of the progress of their assets, and assessing whether we should get together to review their current situation.
Louise is currently studying for the Certificate in Financial Planning.
Outside work, and in between acting as a family Taxi driver, Louise enjoys going camping with her husband and two sons.