Duncan Gregory's Location
Preston, GB
Duncan Gregory's Work
- Head of Adviser Academy @ Ascot Lloyd
- Area Head of Academy North - St James Place Wealth Management @ Gilson Gray Financial Management
- Financial Planning Director @ Prudential Financial Planning, Prudential UK
- Wealth Advice Manager - Personal injury and Clinical negligence @ Towry
- Regional Mortgage Director @ Lloyds Banking Group
- Senior Regional Financial Services Manager @ HSBC
- Director of Sales @ Skipton Building Society
- Business Development Director @ Savings Management Ltd
Duncan Gregory's Education
- Runshaw College
Higher National Diploma (Business studies)
1989 - 1990 - Army Apprentice College Chepstow
(Surveying)
1984 - 1986
Duncan Gregory's Skills
- Wealth Management
- Investments
- Retirement Planning
- Pensions
- Strategic Financial Planning
- Financial Advisory
- Trusts
- Inheritance Tax Planning
- Investment Advisory
- Portfolio Management
Duncan Gregory's Summary
Duncan Gregory, based in Preston, GB, is currently a Head of Adviser Academy at Ascot Lloyd, bringing experience from previous roles at St. James’s Place Wealth Management, Prudential Financial Planning, Prudential UK, Towry Limited and Lloyds Banking Group. Duncan Gregory holds a 1989 - 1990 Higher National Diploma in Business studies @ Runshaw College. With a robust skill set that includes Wealth Management, Investments, Retirement Planning, Pensions, Strategic Financial Planning and more, Duncan Gregory contributes valuable insights to the industry. Duncan Gregory has 4 emails on RocketReach.
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