This week on The Financial Planning Podcast, host Lewis Byford welcomes Gareth Shears, Co-Founder and Chartered Financial Planner at Sanctuary Financial Planning.

With over 20 years in the profession, Gareth blends technical expertise with a refreshingly human approach to financial planning. As the ideas guy at Sanctuary, he’s passionate about enhancing the client journey and helping people turn their goals into reality, whether that’s growing a business, building wealth, or simply living life on their terms.

From profit coaching to personal discovery, Gareth’s work is rooted in understanding what truly matters to his clients.

Away from the spreadsheets, Gareth is a proud dad, self-declared foodie, and currently on a fitness reboot.

Tune in to hear his perspective on modern financial planning, how to elevate the client experience, and why meaningful conversations are at the heart of lasting financial success.

Connect with Lewis Byford

Connect with Gareth Shears

Follow The Financial Planning Club

The Financial Planning Club Website