Maven Wealth Management - the Welsh hub of financial planners and wealth managers Independent Wealth Planners (IWP) – has appointed Gareth Tregidon as head of financial planning.
A certified financial planner and chartered wealth manager, Mr Tregidon has almost 30 years’ experience within the financial advice profession for both regional and national businesses.
He joins the firm from Stafford House Investments, where he was a financial planner.
Before this...