Hello ...

I'm Keith Gregory.

My aim is to give you the reassurance that when you trust your financial planning to us you will be dealing with someone who has a high level of knowledge the relevant expertise and unquestionable integrity. 

 

I will listen to your needs, and endeavour to provide clear, jargon free advice.

Keith Gregory

Whether you are seeking to build an investment portfolio or creating a tax-efficient retirement strategy Keith 

believes he has the expertise to provide the solutions.

His specialist subject is Investment with a keen interest in Ethical Investment.

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When it comes to financial advice the quality of the service you receive depends on the quality of the individual providing it. 

Credentials

I am a Chartered Financial Adviser with over 40 years experience in Financial Services.

 

My experience is supported by a wide range of high level qualifications which includes the Financial Planning Certificate (FPC), Equity Release, Long Term Care, and the Diploma in Financial Planning.

I am a member of the Personal Finance Society, and a Chartered Associate of the London Institute of Banking and Finance.

 

My professional training is under continuous assessment and is constantly updated and approved by the regulatory authorities who then issue a Statement of Professional Standing. This statement is valid for one year from the date of issue.

What is a Chartered Financial Adviser?

This qualification is widely accepted as the "Gold Standard" qualification available for Financial Advisers in the UK.

 

A Chartered Financial Planner equates to the qualifications attained by other established professions such as Chartered Accountants and Chartered Surveyors. 

 
Why Stubbington IFA?

Because you will be treated as the unique individual you are, and be assured that your adviser will not be a different person every year.

 

Because you will not be just another "customer" where you have to identify yourself with an account number.

 

Neither do you have to speak to a call-centre when you want to make contact.

 

Call us, and discover the difference.

We are here not just today, but tomorrow, next year and every year. Helping you plan for the future .... your future.