Our People

Gareth is our Financial Planning Consultant, he can help advise you on various areas to help with your finances which include advice on investments, pensions and mortgages along with the associated insurances such as life insurance or buildings and contents insurance.

Gareth established Lodestone Financial Planning in 2012 and initially traded with other local firms before opening our first office on 2017. Since then, we have moved to a larger premises and seen the number of advisers grow in order to allow us to help more clients and offer additional services.

Previous experience for Gareth includes working as an Estate Agent for both local and national agencies before moving to provide clients with mortgage advice from 2008.

Jo is one of our mortgage and protection advisers. She is here to help you understand the process of buying your home, reviewing your mortgage and ensuring that you, your family and your home are suitably protected in the event anything unexpected were to happen.

Jo works hard to ensure her clients secure the most suitable mortgage for their needs taking her time to research the marketplace to find not just an appropriate lender but at a suitable product at a competitive rate.

Joining us at Lodestone Financial Planning in 2020, Jo went on to complete her qualifications soon after. In her past, she has worked within, as well as owned, her own Estate Agency which giver her a wealth of knowledge in the homebuying process to help you through the maze of buying your property.