5+

Years
with Yell

Gareth Wallis Financial Services

31 Whitby Rd, Ellesmere Port, CH65 8AA Directions

Tel 0151 355 9439
Mob 07811 281 332
   Now closed Open today 09:00 - 17:00

Why Choose Us?

Proven Track Record
Expert Advice
First Class Service

Business overview

I believe that obtaining qualified financial advice is the most responsible way for individuals to look after themselves, their families and their futures.

My name is Gareth Wallis and I have been providing clients with bespoke, financial advice for the last 15 years. I believe that I have been successful for a number of reasons. I have been dedicated to giving highly individual advice that is entirely focused on my clients' specific circumstances and needs. By always ensuring I am aware of the ever-changing developments within the financial services industry I have been able to offer the most suitable products combined with tailored advice to my clients.

What my clients expect of me is an objective, professional and efficient service that is delivered with a personal touch. I believe that the key to successful advice is creating a trusting relationship with my clients so that I can provide financial advice that is altogether individual.

Photos

Image 2 of Gareth Wallis Financial Services

Products and services

Independent Financial Advisers

mortgages

Investment Consultants

pensions

life insurance

investments

life assurance & pension companies

buy to let mortgages

banks & financial institutions

child trust funds

commercial mortgages

equity release

financial consultants

financial planning

financial services

income protection insurance

life assurance & pension consultants

mortgage advice

tax planning

Life Assurance and Pension Consultants

Reviews

Excellent Service
5
Have been with Gareth now for 12 years. Have found him not only an excellent consultant but he goes that extra mile to give you the best possible advice and services.
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