Neill Gregson - Financial Adviser

028 9264 6700

Neill Gregson
Proprietor

Neill Gregson
Sales Contact
028 9264 6700

I provide a full holistic approach to Wealth Management with my focus firmly on educating my clients on the importance of building and preserving their wealth now and in the long-term future, in order to provide them with a comfortable standard of living, something I’m extremely passionate about. My advice is completely client focused, geared towards building long term, mutually beneficial relationships aiming to fundamentally add value to my clients lives. My Clients Include: FAMILIES - Providing peace-of-mind financial protection to cover sudden life changing events WORKING PROFESSIONALS - Developing personalised plans to help achieve medium to long-term savings and investment planning goals in a tax efficient way, and realise retirement aspirations BUSINESS OWNERS - Understanding individual challenges and concerns, and implementing bespoke strategies to enable business continuity and improve financial success

Pensions, ISA's, Investment Bonds, Life Insurance, Critical Illness, Income Protection

Pre & Post Retirement Planning, Tax and Investment Planning, Family Protection Planning, Inheritance Tax Planning, Business Planning, University Fees Planning