Put simply, we provide independent financial advice.
We are here to help everyone, but have a particular interest in helping Healthcare Professionals with all their financial needs.
Finance can be complex, but we are here to help make the most out of your money as well as avoid any unnecessary tax. We believe in adding value to you long term, meeting regularly to review your plans and amend where necessary.
In the UK there are two main types of Financial Advisor. ‘Independent’ Financial Advisors can offer a range of financial services and products from across the market, whereas a ‘restricted’ Financial Advisor can only offer financial services and products from one company or a selection of companies. At GPFinancial, we believe in offering our clients with the most comprehensive advice, in that respect we have chosen to be independent and not restricted.
Our main services include:
Our promises to you
Time to talk to us?
We understand how busy life can be, that is why we are flexible in our approach. We are happy to meet you virtually or face-to-face at a time to suit you.
Greg started in the Financial Advice industry over 10 years ago. Prior to this he studied Law at the University of Birmingham and still has an interest in this field. He achieved Chartered Financial Planner status in 2018 and has since gained Fellowship in 2021. He has a particular interest supporting the financial needs of Doctors and has a proven track record of this whilst at Wesleyan Assurance Society. As well as being a Chartered Financial Planner he is also the owner of GPFinancial....