Greg has accumulated a wealth of experience in advising clients, spending the last 11 years in financial services. Prior to joining Gilson Gray Financial Management Greg had a successful career with Santander, laterally spent specialising in investment planning as a Senior Financial Planning Manager.
He has achieved his Diploma in Regulated Financial Planning, Certificate in Discretionary Investment Management and CeMAP qualifications. Greg is currently working towards his chartered status.
Greg specialises in working with families and company owners, structuring their personal and corporate financial planning needs for the owners and their employees, as well as working in other aspects of financial planning such as protection.
Away from work Greg lives in Dullatur on the outskirts of Glasgow with his partner Gemma and their son, Charlie. Greg takes a keen interest in most sports, primarily golf, football, rugby and formula 1 as well as enjoying socialising with family and friends.
Articles & Posts by Greg Davie
June 19, 2023
What every 18 year old wants from their employer... A pension