Maven hires new as head of financial planning
Maven Wealth Management (Maven), the Welsh regional hub of independent financial planners and wealth managers Independent Wealth Planners (IWP), has appointed Gareth Tregidon as head of financial planning.
A certified financial planner (CFP) and chartered wealth manager, Tregidon has almost 30 years’ experience within the financial advice profession for both regional and national businesses. He joins Maven from the independent financial planning arm of a national wealth management business. Prior to this, he ran the financial planning department for one of South Wales’ largest regional accountancy firms, based in Swansea.
Tregidon is a regular contributor to the work of the Chartered Institute for Securities & Investment (CISI) and has been a senior assessor/examiner for the CFP licence since 2008. Tregidon was also branch chairman of the Institute of Financial Planning (IFP) in South Wales from 2006 to 2011 before its merger with the CISI.
Wes Nixon, Chief Executive at Maven, says: "Gareth is a great addition to Maven. His vast experience within the sector, coupled with his work at the CISI where he’s been living and breathing genuine goal-orientated financial planning for over 15 years made him the standout candidate to lead our financial planning team.”