Expert Knowledge

• Retirement planning
• Estate planning
• Mortgages

Qualifications

• IFS Diploma for Financial Advisers
• CII Financial Planning Certificate
• CII Certificate in Mortgage Advice
• IFS Certificate in Regulated Equity Release
• CII Award in Long Term Car Insurance (QCF)

Experience

Greg has more than 15 years experience within the financial services industry and prides himself on providing clear, concise and straight forward financial expertise. Greg specialises in retirement and estate planning and has a wealth of investment expertise ensuring any clients financial needs are covered.