Greg is a Chartered Financial Planner and also a Fellow of the Chartered Insurance Institute. He is authorised to provide advice on retirement planning, investment planning, inheritance tax (IHT) planning and protection products.
Greg is authorised to provide advice on retirement planning, investment planning, inheritance tax (IHT) planning and protection products. He provides specialist financial advice to recipients of personal injury and clinical negligence awards, including their families, and has worked with a wide range of clients including minors and brain-injured individuals. Having a specialist focus on those in and using the personal injury and clinical negligence industry, allows him to support individuals, solicitors, and trustees with the financial aspects of the litigation process. In particular, his understanding of an individual's entitlement to benefits and the use of personal injury trusts can prove invaluable.Greg prides himself in providing advice tailored to each client's individual needs, depending on their financial sophistication and the nature and severity of their injuries. His goal is to ensure they benefit from the best possible financial advice and feel informed and in control of their financial future. Trusts are not regulated by the Financial Conduct Authority.
Over 30 years’ experience in financial services Chartered Financial Planner Fellow of the Chartered Insurance Institute