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Greg’s journey into the world of financial services began with a role as an Insurance Agent after he completed his education. As a tied agent, Greg became increasingly frustrated with the limitations of not being able to offer solutions from the whole of the market. As a result, he joined True Bearing in 2003 in order to work as an Independent Financial Adviser.
Greg’s target client base and area of expertise is pensions and investments. This gives him a great sense of achievement to help clients to reach financial goals. He enjoys working face to face with new and existing clients and building trust through the formation of long term relationships.Greg also works with a local accountant and small growing businesses. Many of which are second or third generation businesses. He also advises members of the Federation of Small Business (FSB) in the Carlisle area.
A grandfather of two and a keen golfer, Greg lives in the Lake District with his wife of nearly 40 years. Greg is close to some beautiful landscapes in which to indulge in his love of walking and fell-running.
What my Clients say
I have known Greg for several years, as he used to be my mother’s adviser. He found me a better deal on my mortgage where I have reduced my monthly outgoings. He was also able to find a more suitable and less costly life and critical illness insurance policy. The information that he has provided has always been very helpful and I would recommend him to anyone.
I have known Greg for five years. He is always efficient and professional in his approach. I trust his advice as he shows a great awareness and understanding of my financial needs.