Greg is a Chartered Financial Planner and Fellow of the Personal Finance Society. He also holds the qualifications required to advise on equity release and long-term care so can truly advise someone on every area of their finances. He lives in Portishead but has clients across Bath, Bristol, Swindon Oxford and over to London.
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Qualifications: Diploma in Regulated Financial Planning, Advanced Diploma in Financial Planning, Chartered Financial Planner, Long Term Care, Equity Release
Awards: Fellow of the Personal Finance Society, Pension Transfer Gold Standard, 2019 Top 35 next generation adviser, short-listed for the Bath Property “Rising Star” Award 2019
Location of Clients: South West and London
Office Address: Sterling House, Bath, BA1 3AN
Contact Details: 01225 427 474 | 07976 093 665
After completing a Law degree and LL.M LPC I wanted a career that would make the most of my core skills, like research, analysis, criticism, theoretical discussions and communication. Unividual approached me about its Chartered Financial Planner academy, Unicademy, and since then I haven’t looked back. Over the years I have absorbed intense details of technical knowledge and through a combination of this learning and a lot of practical experience I have obtained Fellowship of the Personal Finance Society which is the highest accolade in the UK.
There is real opportunity in financial services to make a positive difference to the lives of others. Financial planning gives clients confidence when making decisions about money, decisions which impact on their lifetime goals. You can’t get many careers more rewarding than that. I focus on offering lifetime financial planning in all areas of business and personal finance. I am also qualified to advise on equity release, occupational pension transfers and long-term care which means I can help my clients in areas that are becoming increasingly important.
A lot of my clients are small to medium sized business owners, directors or leaders within a larger organisation or couples nearing retirement. This is probably down to the fact that I have a collaborative approach, I don’t tell clients what to do. This suits mature clients who are used to being at the peak of their career and appreciate a respectful relationship. Each of my clients is unique and I adapt the different levels of service they need, especially as they enter through the different stages of their life. Most of my clients don’t have time to organise their finances and would rather spend that time on other areas in their life like family, hobbies or work. I am keen to hear from anyone who wants to explore the benefits of a financial adviser so please do not hesitate to get in touch with me. When you are ready please feel assured that there is no pressure, we can meet up for a first meeting and find out whether financial advice is right for you and whether I am the right kind of financial planner for you. This won’t cost you any more than an hour or so of your time, either at our London or Bath office or at a place that is convenient to you. Please also don’t hesitate to read a recent testimonial from one of my clients.
Greg has been awarded as one of 2019’s Top 35 next generation of advisers in the UK. This achievement looks at advisers in the UK who have had the most impact on clients, the businesses they are part of and the pro-bono work they do. Greg was selected for the significant amount of time he spends on nurturing the future generation of financial planners through work experience, interview practice sessions and guidance to local school children. His approach to financial planning as being for life was key, not just to people but businesses as well, of all generations. They liked his beliefs that everyone should have access to financial advice and Greg’s client demographic evidenced that. The quality of financial planning Greg offers to clients was seen through achieving client feedback averaging 4.9/5 on an independent review website and 5/5 on his Facebook page.
