Greg has over 30 years’ experience working as an Independent Financial Adviser (IFA), initially working in insurance and then banking. Finding that he couldn’t offer truly client-centred advice in those environments, he went to work for a leading IFA and the first UK member of the Million Dollar Round Table, the Premier Association of Financial Professionals®, in the UK.
Having seen the difference he could make as an IFA, Greg set up Warwick Financial Solutions in 1991.
His more than 30 years in the profession since then have given him a thorough understanding of what is truly important to clients. He now specialises in investment, pensions and inheritance planning solutions.
Greg’s day-to-day role encompasses work on client-focused solutions, liaising with staff and colleagues, planning the business’s strategy and overseeing compliance responsibilities. He is delighted to work with a team of people equally as passionate about what they do as he is, who enjoy their work and also know how to have fun.
How I like to spend my time outside work
Windsurfing, sailing, snowboarding, gardening, walking and wild camping in my campervan.
The important stuff
Greg is registered with the Financial Conduct Authority (FCA), registration number GXJ00021.
The FCA requires that all retail investment advisers in the UK hold a Statement of Professional Standing (SPS). An SPS can only be issued by an FCA appointed accredited body, such as the CII, and confirms that an adviser has adhered to a code of ethical standards, holds the required qualifications for the activities they undertake and has completed appropriate CPD.
You can view Greg’s SPS and qualifications by clicking on the buttons below.SPS Qualifications
Greg in the spotlight
What is your favourite part of your job?
Helping families achieve their goals and dreams. Enabling clients to enjoy their wealth and achieve financial security.
Is there a sports team you support?
Wasps and Birmingham City FC
Food heaven and food hell… What are they to you?
Food heaven = Fish & BBQ food Food hell = Peppers
Is there anything you’re embarrassingly bad at?
What is the last book you read that you couldn’t put down?
The Salt Path
What is one show you never, ever miss an episode of?
Three things guaranteed to make your day better:
Happy clients and staff, active sport, a view from a mountain top.
What do you have absolutely no patience for?
Which famous person would you most like to have (or have had) a conversation with?
What three items would you take with you to a desert island?
Windsurfer, fishing equipment, matches.
Get in touch
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