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Meet the team at Chartered Independent Wealth Management

Gavin Roberts MBA FPFS

Chartered Financial Planner

Gavin is the owner of Chartered Independent and is a specialist in the pension and investment market, authorised by the FCA to conduct pension transfer work, including Final Salary scheme analysis. As well as holding a Masters in Business Administration, he is both a Fellow of the Personal Finance Society and a Chartered Financial Planner. These accolades are the highest awarded by the Chartered Insurance Institute and puts him in the top five per cent of all financial advisers in the United Kingdom.

Insights into understanding your financial world

Visit our ‘Insights’ section for the latest news and comments, where you can read or download our lifestyle and financial planning magazine and guides. To find out more about how we can help you, please contact 01952 250024 or email admin@ciwealth.co.uk

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