Who we are

CF Wealth is a team of industry leading specialists and advisers with exceptional experience across the globe, supported by committed and dedicated administrative individuals.  We differentiate ourselves from others in the industry with our professional team – our most significant asset – encouraging development, growth and progression with their careers at the same time as delivering effective, passionate and thoughtful first class service to our clients.  

Partners

Principal and Partner

Wealth Managers

Wealth Manager
Mortgage & Protection Advisor

Support Staff

Practice Manager
Paraplanner

Looking for help with planning your wealth?

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Gareth Llewelyn-Williams
Principal and Partner

Role/title

Gareth is Founder and Advising Principle of CF Wealth.

Experience / background

Gareth has more than 15 years’ experience in financial services, wealth management and insurance in both the UK and Asia.

It was in Hong Kong in 2008 that Gareth co-founded his first IFA company in recognition of the poor-quality perception and reputation of the industry at that time. He set out to provide client-focused and integrity-driven advice, successfully expanding the business into Kuala Lumpur and Shanghai before turning to his next venture back in Hong Kong, CF Wealth, and later expanding into the UK.

Reason for joining/ethos

Mindful of the need to go beyond expectation CF Wealth is a wealth management company with purpose; to educate and champion the importance of sustainable investment as a force for good. Guided by the same principles of individual and ethical advice, CF Wealth has expanded to having a positive impact on its clients, the communities it serves and the planet.

Being dual licensed in the UK and Hong Kong gives Gareth a unique perspective and the knowledge to help clients planning to move to the UK from Asia or vice versa.

Personal touch

Outside of work, Gareth enjoys trail running and participating in triathlons.

Global Goal

Gareth’s Global Goal is Life Below Water.

Tessa Codron
Adviser

Role/title

Tessa is an adviser at CF Wealth.

Experience / background

She has worked in the Financial Derivatives business for over 20 years. She traded and managed risk in London, Paris and Hong Kong including commuting to Paris from London for 3 years. She lived in Hong Kong for 23 years before moving back to London and going through a rigorous accreditation process with St. James’s Place Academy.

Tessa has helped her clients to craft plans that they truly believe in and which brings their goals to life. The financial life plan looks closely at their finances and answers questions like ‘Will I have enough money to do all the things I want to do’ and “Am I doing everything I should be doing with my money?.

Tessa has worked mainly with professional women and business owners seeking financial guidance to create the best financial situation for themselves, both now and in the future; and she also provides financial advice to women going through divorce – giving them direction, clarity and peace of mind.

Reason for joining/ ethos

Tessa believes that all women should be financially secure, regardless of marital status. As a working mother all her life, she understands the financial and emotional pressure that this can bring. She helps women on their journey as they make informed financial decisions to become independent and financially self -sufficient – breaking down complex financial jargon into easy to understand concepts.

Personal touch
When Tessa is not helping her clients create financial road maps, she enjoys mentoring students through the job application process, visiting art galleries and art auctions, and spending time outside hiking or cycling.

Global Goal

Tessa’s Global Goal is Peace, Justice and Strong Institutions. 

Katerina Christo

Mortgage & Protection Adviser

Role/title

Katerina has been working in finance for over 4 years and at CF Wealth, she is a Mortgage & Protection Advisor.

Experience / background

As a Mortgage and Protection Adviser at CF Wealth Katerina provides advice on all areas of the property acquisition process and the relevant protection required to safeguard the client’s assets. Her aim is to provide exceptional, personalised client service and unrivaled tailored advice and guarantee her client’s achieve success, whatever that may mean to them.

Providing access to a comprehensive range of first charge mortgages from across the market which lenders make available to mortgage intermediaries; Katerina helps to source the most suitable lender and products available to meet her client’s needs. 

Your home may be repossessed if you do not keep up repayments on your mortgage.

Reason for joining/ethos

Katerina is passionate about what she does and the personal way it touches each and every individual at different moments in both their personal and professional lives from buying their first home and raising a family, to starting and running their own successful businesses or planning for their ideal retirement.

She enjoys being there to support her clients both through the best and the most challenging events in their lives. However, it is in adversity where life’s greatest challenges arise and her primary motivation is to ensure that she has forethought about these circumstances and their challenges; it is about being there for an individual when the worst should happen – whether that be death, illness or divorce, to ensure that through cautious planning, you and your loved ones are secure.

Personal touch

Katerina likes to cook international dishes, read classic and U.S literature and keep fit at the gym. She also like to organise and participate in charity events, such as a 200 km cycle along the coast of Majorca, charity super car racing and auctions. She has raised money for a number of charities and causes close to her heart, including Cancer Research, Barnardo’s and Help for Heroes.

Global Goal

Katerina’s Global Goal is Gender Equality.
Monica Acero
Practice Manager

Role/title

Monica has been part of St. James’s Place Wealth Management for over four years as a Practice Manager.

Experience / background

She joined the CF Wealth Management team at the end of 2019 as Practice Manager. During her time, she has had the opportunity to help various practices develop their business and grow their client portfolio at different levels. As part of her continued professional development, in 2017 she became a St. James’s Place Wealth Management Accredited Practice Manager and in 2019 she completed her Certificate in Mortgages (CeMap).

Reason for joining/ethos

Monica’s main responsibility is to assist team members to ensure smooth and seamless business submission by overlooking the end to end process, while providing an excellent client service experience.  Furthermore, she actively supports with developing new business acquisition strategies and making sure these are implemented successfully in an effective and creative way.

Personal touch

Monica is a dedicated and committed professional who enjoys meeting new people, travelling, learning languages, football and dogs.

Global Goal

Monica’s Global Goal is No Poverty. She was born and raised in Colombia and has lived in various countries. Monica has seen first hand what poverty means and how it affects millions of people around the world. Poverty limits choices and opportunities and it denies people the tools and skills necessary to succeed in our society. Monica believes in a world where everyone is guaranteed a decent life, where people have access to basic amenities such as health, sanitation, affordable housing and education. But most importantly she believes in a community that can create real strategies to make sure we are all involved in eradicating poverty and giving others the opportunities they deserve.

Daniel McElearney
Paraplanner

Role/title

Daniel joined the CF Wealth Management Hong Kong team in September 2018 before moving to the London office in 2019.

Reason for joining/ethos

As an experienced Paraplanner, Daniel works alongside his Partner to ensure that the client has been provided with information and comparisons for analysis. In addition to this, Daniel supports with, analysing the clients’ needs and preparing and implementing recommendations. 

Personal touch

Additionally, Daniel enjoys football, tennis, travelling and spending time with his family.  

Global Goal

Daniel’s Global Goal is Good Health and Well-being.

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