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Gareth Chalk

I have been a professional adviser for 10 years, offering Independent Financial Advice for the last six 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.

I am regularly asked for comment on financial issues in regional newspapers, and have had client case studies published in the national press.

Whilst studying towards the Advanced Diploma in Financial Planning I have achieved advanced specialist qualifications in 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.

Obsidian Financial Limited is authorised and regulated by the Financial Conduct Authority. Financial Services Register No: 509756 http://www.fca.org.uk/register.

Obsidian Financial Limited Registered Address: Obsidian House Hints Road Mile Oak Tamworth B78 3PQ. Registered in England & Wales, No. 06925501.

Neither Obsidian Financial Limited nor its representatives can be held responsible for the accuracy of the contents/information contained within the linked site(s) accessible from this page.

The Financial Conduct Authority does not regulate National Savings or some forms of mortgage, tax planning, taxation and trust advice, offshore investments or school fees planning.

The information contained within this site is subject to the UK regulatory regime and is therefore targeted primarily at consumers based in the UK.

The Financial Ombudsman Service (FOS) is an agency for arbitrating on unresolved complaints between regulated firms and their clients. Full details of the FOS can be found on its website at http://www.financial-ombudsman.org.uk

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