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