Les Gregory 2017-08-16T11:49:11+00:00

Project Description

APFS, CFPCM CFP Chartered MCSI, Certified and Chartered Financial Planner
Areas: Preston, Chorley, Leyland, Blackburn, Lancaster, Manchester and Fylde Coast.

  • 54335086 Les Gregory
A BA (Hons) Classics graduate of University College London, Les started his career as a trainee accountant with an international firm of chartered accountants in their Liverpool Office. His strong ‘people skills’ led him to a career change to teaching where he also took on the role of an NVQ Assessor. In 1999, he became an IFA, where he quickly developed skills.

He became a Certified Financial Planner in 2007 and also a Chartered Financial Planner in 2008. In 2016 he gained the Chartered Institute for Securities & Investment ‘Chartered Wealth Manager’ qualification. All are leading credentials for an adviser.

An experienced and highly qualified IFA, Les specialises in retirement planning and retirement options and holds the recognised qualification (G60) as a pension transfer specialist. He also holds advanced qualifications in Long Term Care, Equity Release, Investments and Taxation and Trusts.

Les enjoys building long term relationships with clients – both on an individual basis and with businesses – and thrives on the challenge of finding the best financial solutions for them. Les works closely with several local professional firms and frequently presents at Pre- Retirement and Mid-Career courses for employees at local NHS Trusts.

Les lives in Clayton-le-Woods, Lancashire. He is married to Helen and has 2 children.

Accredited Later Life Adviser – Society of Later Life Advisers
Les is one of small number of advisers in the UK to have become accredited by SOLLA. SOLLA aim to assist consumers and their families in finding trusted accredited financial advisers who, understand financial needs in Later Life. The Society is dedicated to linking those who need advice to accredited Later Life Advisers who can advise on:

  • Equity Release
  • Long term and respite care funding options
  • Annuities
  • Investments and savings
  • Inheritance Tax planning (IHT)

Later Life Advisers specialise in the financial needs of older people. Professional qualifications whilst essential are unlikely to give the full picture of an adviser expertise. Those advisers who have taken the further steps to become independently accredited can offer the added reassurance that they offer the practical help and guidance needed to make the right decisions at the right time. Why would anyone choose an adviser with anything less.

The Later Life Adviser Accreditation Scheme has been developed by the standard-setting body the Financial Services Skills Council (FSSC) in collaboration with the specialist financial services consultancy SVARfair.SOLLA-150x150 Les Gregory

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)
Chartered Wealth Manager
Chartered MCSI

CF6 – Mortgage advice
CF2 – Investments & Risk
CF7 – Cert in Financial Planning & Lifetime Mortgage Activity
CF8 – Cert in Financial Planning & Long Term Care Insurance
CF9 – Pensions Simplification

 

G10 – Tax and Trusts
G20 – Investments
G60 – Pensions
G80 – Long Term Care, Life & Health Protection

J04 – Pension Funding Options
J05 – Pension Income Options

R08- Pensions Update

“Because Les provides comprehensive and sound financial advice to me personally and to my family, I have no hesitation in recommending him when our clients ask us about pensions or investments. Les’s friendly and approachable manner displays a wide knowledge of financial solutions, and he always explains in detail the options given, so that an educated decision can be made.”
Josie Smith, Accounts Matters Ltd
Lancaster

“Les has been my family’s financial adviser for several years and I have also referred him with confidence to my business clients. His advice has always been professional and he shows his wide knowledge in providing financial solutions.”
Anthony Proctor, Company Director of Insurance Brokerage
Lancashire

“I have known Les for several years and he has provided sound independent advice for both personal and business affairs, helping us to save money for the business and ensuring that our financial goals are met with the best value solution.”
A L J Porter, Group Chairman, Fairport Holdings Limited
Lancashire

les-gregory-2013.04 Les Gregory
Les GregoryChartered Financial Planner

Office: 01257 260011
Mobile: 07968 860146

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