Gavin Baos

Gavin Baos

Financial Planner

Having reached Diploma status, Gavin joined Penguin as a Financial Planner in 2012 and is now a Partner at Penguin.

Gavin was born and bred in Cardiff and has been part of the Penguin Team since Jan 2012, and a Partner since 2015.

Family is a major part of his life. He is married to Stacey (the Original Gavin and Stacey) and they are blessed with their Son – Morgan.

Gavin lives our belief of ‘One Life, Live it Well’ by spending as much time as possible not just with his immediate family, but also with his friends. He is always planning trips away with his family well in advance in order to strike the right balance for his lifestyle.

As well as his Family and Penguin, Gavin has a love of rugby and playing golf (badly).

Gavin started his career in financial services as a Financial Adviser within the Co-operative Group.  Prior to this, he worked within the corporate world of BT within the operations and financial sector.

Gavin states that ‘adding value’ to his clients stems from building and maintaining client relationships.  He particularly enjoys supporting business clients through their personal and business journeys from the initial stages right through to the exit.

He is a firm believer that good Financial Planning will help to enhance a client’s life.

Gavin’s Statement of Professional Standing

 

Quickfire:

1. What’s the craziest thing you’ve done?

Starting my tattoo craze that continues to grow.

2. What’s the best thing you’ve spent money on?

Best thing spent was the rugby lions trip in 2001 To Australia 28 days touring. 

3. The worst?

Buying a property off-plan juts before the 2008 crash. 

4. What’s your favourite book? 

I don’t really have one but I do enjoy books about gangsters.

5. If you’re not working, where will we find you?

Newquay, West Wales, walking the dogs on the beach and stopping off for a few drinks and lunch.

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