Martyn Gregory Email
Chartered Financial Planner @ 2plan wealth management Ltd
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Martyn Gregory Location
- Sheffield, GB
Martyn Gregory Work
- Chartered Financial Planner @ (January 2020 - Present)
- Independent Financial Adviser @ Russell Ulyatt Financial Services Ltd (June 2016 - January 2020)
- Financial Planning Manager @ (February 2013 - May 2016)
- Independant Financial Adviser @ Positive Solutions (August 2008 - January 2013)
- Senior Financial Adviser @ (August 2004 - August 2008)
Martyn Gregory Skills
- Financial Advisory
- Personal Pensions
- Independent Financial Advice
- Accounting
- Retirement Planning
- Financial Planning
- Tax
- Portfolio Management
- Finance
- Process Improvement
- Strategic Planning
- Financial Services
- Wealth Management
- Business Planning
- Strategic Financial Planning
- Microsoft Office
- Investment Strategies
- Customer Service
- Management
- Inheritance Tax Planning
- Retirement
- Investment Management
Martyn Gregory Summary
- Martyn Gregory, based in Sheffield, GB, is currently a Chartered Financial Planner at 2plan wealth management Ltd. Martyn Gregory brings experience from previous roles at Russell Ulyatt Financial Services Ltd, Streets Chartered Accountants, Positive Solutions and Aviva UK. With a robust skill set that includes Financial Advisory, Personal Pensions, Independent Financial Advice, Accounting, Retirement Planning and more. Martyn Gregory has 1 emails on RocketReach.
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