Gregory Ward Location
- Manchester, GB
Gregory Ward Work
- 2025 - now Director @
- 2018 - 2025 Team Director - North West @
- 2015 - 2018 Senior Wealth Management Consultant @
- 2011 - 2015 Wealth Management Consultant @
- 2009 - 2011 Trainee Consultant @
- 2007 - 2009 Graduate Trainee @
Gregory Ward Education
- Sheffield Hallam University
Law and Business
2004 - 2007 - Hulme Grammar School 1997 - 2004
- Chartered Insurance Institute
Chartered Financial Planner
2009null
Gregory Ward Skills
- Retirement planning
- Investment Advisory Services
- SIPP & SSAS Specialist
- Pension Transfer Specialist (AF3 Qualified)
- Wealth Management
- High Net Worth Individuals
- SIPP
- Protection
- Strategic Financial Planning
- Portfolio Management
- Pensions
- Retirement
- Inheritance Tax Planning
- Tax
- Investments
- Pension Transfer Specialist Af3 Qualified
- Sipp and Ssas Specialist
- Microsoft Excel
- Financial Services
- Research
- PowerPoint
- Pension Transfer Specialist
Gregory Ward Summary
- Gregory Ward, based in Manchester, GB, is currently a Director at Mattioli Woods. Gregory Ward brings experience from previous roles at Mattioli Woods. Gregory Ward holds a 2004 - 2007 Law and Business @ Sheffield Hallam University. With a robust skill set that includes Retirement planning, Investment Advisory Services, SIPP & SSAS Specialist, Pension Transfer Specialist (AF3 Qualified), Wealth Management and more. Gregory Ward has 1 emails on RocketReach.
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Top Mattioli Woods plc Employees
Peter Coleman
Group Managing Director (Delivery)
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Laura Newman
Non Executive Director
Southampton, England, GB
Bob Woods
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Akshman Ori
M and A Director
London, GB
Joanne S
Head of Events and Professional Connections
Leicester, GB
Amit Joshi
Managing Director of Wealth
Leicester, GB
Tom Maddison
M and A Director
Harrogate, GB
Dan Miller
Head of Information Technology
Leicester, GB
Iain McKenzie
Chief Operating Officer
Leicester, GB
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