Greg’s journey to True Bearing Chartered Financial Planners began with a role as an Insurance Agent after he left school. As a tied agent, Greg became increasingly frustrated with not being able to explore any other financial solutions for his clients outside of the company’s offerings.
Greg realised he had to make a move. As soon as he met George, he knew that True Bearing Chartered was the next move to shape his career. Greg values integrity, openness and genuine commitment to his clients – the same value he recognised in True Bearing Chartered.
Active within his local community, Greg is well known in Kendal, the town of his birth and where he still lives with his wife Eileen and their two children. Greg enjoys the independence and flexibility he has working with True Bearing which suits him as an individual. However, he highly values the support he receives from the team of enthusiastic and competent people based along the M6 corridor at head office.
Greg sees himself as a generalist – a good all-rounder! He enjoys working with young families who are at the planning stages of their lives. This gives him a great sense of achievement to see structure taking place and helping to set financial goals. 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
Greg and his wife celebrated 30 years of marriage in 2012. Their two children have now left the family roost, leaving Greg and his wife to plan things for them to do. Living in the Lakes, provides the ideal opportunity for Greg to indulge in his love of walking and fell-running. A keen golfer, he has a handicap of 3 which takes a lot of practice to maintain.
MAQ – Mortgages
JO1 – Personal Taxation
RO1 – Financial Services, Regulation and Ethics
RO2 – Investment Principles and Risk
“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.”
“He has always been on hand to provide assistance in a caring and thoughtful way.”
Mr & Mrs Walker