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 @ DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD
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2016 - 2023 Managing Director @ Lifetime Wealth Planning
2013 - 2016 Financial Consultant @ Financial Consultant
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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 @ Argyle Consulting Limited

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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

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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 2 emails on RocketReach.

Philip Gregory. Emails

Found 2 emails

Philip Gregory. Phone Numbers

Found 1 phone numbers

+44 7725 09XXXX

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Philip Gregory.

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Top DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD Employees

Philip Gregory.

Wealth Management Partner at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Belfast, GB
2
- gmail.com
- distinctfs.co.uk
1
- +44 7725 09XXXX
Scott Dippfs

Wealth Management Partner at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Truro, GB
1
- distinctfs.co.uk
4
- +1 310-385-XXXX
- +1 310-278-XXXX
- +1 310-385-XXXX
- +1 310-739-XXXX
Steve Lavelle

Wealth Planner for High Earning Professionals and Business Owners at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Liverpool, GB
3
- distinctfs.co.uk
- gmail.com
- truepotential.co.uk
1
- +44 7483 05XXXX
Andrew Pople

Wealth Management Partner at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Liphook, GB
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- me.com
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Adam Hayward

Wealth Management Partner at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

United Kingdom
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- aol.com
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Tim Lowe

Wealth Management Partner at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Reading, GB
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George Koulloupas

Wealth Management Partner at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Abingdon, GB
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James Balmer

Financial Adviser at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Newcastle upon Tyne, GB
1
- distinctfs.co.uk
2
- +44 7878 84XXXX
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Robbie Dippfs

Wealth Management Partner at DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD

Pencoed, GB
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