Gregg Bartram Email
Senior Financial Planner @ Lync Wealth Management
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Gregg Bartram Location
- Worksop, GB
Gregg Bartram Work
- Senior Financial Planner @ (September 2025 - Present)
- Managing Director @ Milverdex Properties Limited (August 2024 - Present)
- Managing Director @ Allure Financial Limited (July 2024 - Present)
- Managing Director and Senior Financial Planner @ (June 2001 - Present)
- Managing Director @ ACF Mortgages Ltd, t/a The Mortgage Shop (May 2016 - Present)
- Managing Director @ Milverdex Limited (June 2016 - Present)
- Director @ Lanchester Gardens RTM (April 2015 - Present)
- Managing Director @ A C R Asset Management Ltd (March 2002 - August 2024)
- Chairman @ Trailblazer Tracking Limited (January 2018 - October 2023)
- Vice Chairman @ (November 2019 - November 2021)
- Director @ IC Financial Ltd (August 2009 - May 2020)
- Director @ UK Professional Will Registry Ltd (January 2008 - May 2020)
- Non-Executive Director @ APS Legal and Associates Ltd (March 2007 - March 2014)
- Non-Executive Director @ Simply Legal and Associates Ltd (March 2009 - October 2011)
- Business Centre Manager - North West @ (March 1988 - March 2001)
Gregg Bartram Education
- Valley Comprehensive, Worksop
Gregg Bartram Skills
- Leadership
- Estate Planning
- Financial Advisory
- Pensions
- Fixed Annuities
- Retirement Planning
- Account Management
- Financial Planning
- Portfolio Management
- Critical Illness
- Investments
- Business Development
- Investment Advisory
- Income Protection
- Strategy
- Financial Services
- Wealth Management
- Business Planning
- Strategic Financial Planning
- Savings
- Microsoft Office
- Investment Strategies
- Microsoft Excel
- New Business Development
- Trusts
- Wealth
- Protection
- Business Strategy
- Management
- Coaching
- Research
- Inheritance Tax Planning
- Retirement
Gregg Bartram Summary
- Gregg Bartram, based in Worksop, GB, is currently a Senior Financial Planner at Lync Wealth Management. Gregg Bartram brings experience from previous roles at Milverdex Properties Limited, Allure Financial Limited, Alexander Calder Financial Ltd and ACF Mortgages Ltd, t/a The Mortgage Shop. Gregg Bartram holds a Valley Comprehensive, Worksop. With a robust skill set that includes Leadership, Estate Planning, Financial Advisory, Pensions, Fixed Annuities and more. Gregg Bartram has 1 emails on RocketReach.
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