Proud to be a winner Lancashire Business View Red Rose Awards 2012
True Bearing | Independent Financial Advice

Leslie Gregory
Chartered Financial Planner
Certified Financial Planner
Areas Covered: Preston, Chorley, Leyland, Blackburn, Lancaster and Manchester and Fylde Coast.

Areas Of Expertise

For Advice On:

Investments Business Risk
Protection         Retirement Planning and Options
Personal and Corporate Pensions Equity Release
Long Term Care Mortgages


Qualifications:
APFS
Certs C11 (MP & ER)

G10 – Tax and Trusts
G20 - Investments
G60 - Pensions
G80 - Long Term Care, Life & Health Protection
CF2 - Investments & Risk
CF7 - Cert in Financial Planning & Lifetime Mortgage Activity
CF8 - Cert in Financial Planning & Long Term Care Insurance
CF9 - Pensions Simplification
J04 - Pension Funding Options
J05 - Pension Income Options

 


Contact Leslie Gregory
Tel: 01257 260011
Mob: 07968 860146