Philip Gregory. Email & Phone Number
Wealth Management Partner @ DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD
Philip Gregory. Location
Belfast, GB
Philip Gregory. Work
- 2023 - now Wealth Management Partner @ DISTINCT FINANCIAL SOLUTIONS WEALTH MANAGEMENT LTD
- 2016 - 2023 Managing Director @ Lifetime Wealth Planning
- 2013 - 2016 Financial Consultant @ 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 @ Argyle Consulting Limited
Philip Gregory. Education
- Glasgow Caledonian University
Financial Services & Risk (Financial Services)
2000 - 2004 - Glen Urquhart High School1994 - 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
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.
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