Philip Gregory. Email & Phone Number
Wealth Management Partner @ DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD
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Philip Gregory. Location
- Belfast, GB
Philip Gregory. Work
- 2023 -now Wealth Management Partner @
- 2016 -2023 Managing Director @
- 2013 -2016 Financial Consultant @
- 2013 -2016 Director of Sales Marketing @ Gregory's Civil Engineering
- 2013 -2016 Senior Project Manager @ Gregory's Plant Hire & Civil
- 2012 -2014 Director @ Square Seven Financial Planning LLP
- 2005 -2012 Senior Consultant DipPFS @
Philip Gregory. Education
- Glasgow Caledonian University
Financial Services & Risk (Financial Services)
2000-2004 - Glen Urquhart High School 1994-1999
Philip Gregory. Skills
- Retirement Planning
- Pensions
- Wealth Management
- Inheritance Tax Planning
- Financial Advisory
- Investments
- Portfolio Management
- High Net Worth Individuals
- Holistic Financial Planning
- Financial Planning
- Private Wealth Management
- Financial Advice
- Trusts
- Annuities
- Estate Planning
- Employee Benefits
- Asset Management
- Investment Advisory
- Mortgage Lending
- Protection
- Project Management
- Project Planning
- Project Delivery
- Project Coordination
- Mutual Funds
- Wealth
- Asset Allocation
- Insurance Planning
- Investment Strategies
- Succession Planning
- Securities
- Long Term Care
- Retirement
- Financial Analysis
- Private Equity
- SIPP
- Certified Financial Planner
- Finance
- Cash Flow
- Financial Risk
- Risk Management
- Business Planning
- Financial Services
- Management
- Relationship Management
- Business Strategy
- Redundancy Advice
- Income Protection
- Social Media
- Public Speaking
- Sales
- Sales Management
- Microsoft Office
Philip Gregory. Summary
- Philip Gregory., based in Belfast, GB, is currently a Wealth Management Partner at True Potential Wealth Management LLP. Philip Gregory. brings experience from previous roles at Lifetime Wealth Planning, Financial Consultant, Gregory's Civil Engineering and Gregory's Plant Hire & Civil. Philip Gregory. holds a 2000 - 2004 Financial Services & Risk in Financial Services @ Glasgow Caledonian University. With a robust skill set that includes Retirement Planning, Pensions, Wealth Management, Inheritance Tax Planning, Financial Advisory and more. Philip Gregory. has 1 emails and 1 mobile phone numbers on RocketReach.
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