Meet the Team
Greg joined a life assurance company as a graduate trainee in July 1986. After undertaking various roles with a particular focus on pension’s management he progressed to Independent consultancy in 1997. He is a Chartered Wealth Manager with CISI and has a wide range of technical knowledge and expertise in the field of modern portfolio theory.
Alan is an experienced adviser, having worked in the financial services industry since August 1981 and now provides bespoke advice to a select number of clients in relation to their investment, pension, protection and tax planning needs.
Brad began his career in the financial services profession in 2000 and now specialises in providing wealth management solutions and financial advice in a bespoke manner with regard to pension planning, protection matters, portfolio investments as well as both retirement planning and point of retirement options. Brad holds qualifications in excess of Diploma level and continues to work towards his chartered status.
Ian began working with the Prudential Company as a regular agent in 1974 and spent 13 years with them before moving across as an Independent Financial Adviser. From his early days with the Prudential Ian always concentrated in the Pensions area and is considered a pension’s specialist due to the various examinations he has taken and passed. Whilst Pensions are his specialist subject Ian still provides advice upon all forms of investment planning.
Dennis Todd has been a financial adviser for over 20 years, starting out as a tied agent with a home service company. After 3 years he progressed to become an independent adviser based in Rayleigh. He advises on all personal and business finance and has become increasingly involved with income needs in retirement. He considers this to be increasingly important with an ageing population that are asset rich but with immediate income needs.
Darren has a financial services career beginning in 2001 and has gained vast experience and knowledge working for Global Financial Companies such as AXA Wealth and Santander Asset Management. Darren now provides advice in many areas of wealth management and has particular experience in retirement planning, investment solutions and protection matters. Darren holds a CII Diploma qualification in Financial Planning
Research & Administration
Ron spent many years on the advisory side of financial services taking his first role in 1970. He maintained his own successful partnership before another change saw him becoming an active director of GRS. Due to a regulatory change he has taken the decision to withdraw from his advisory role and focus on managing client relationships and the general day to day running of the company.
Lilian has an extensive legal background and is a highly trained and extremely experienced member of our team. She acts in a supervisory role within the company and also supports our advisers in all areas of administration and processing.
Tracey comes from a longstanding management background with a large national company. She now heads our accounts department dealing with all financial transactions within the company.
Cara comes from a corporate business background and is a fully trained in Pitmans Office Practise and ILEX Legal. She is a highly experienced Personal Assistant and Administrator and assists our advisors in all areas of administration and processing.
Diane has been in the financial services industry as an administrator and personal assistant since 1997. She started her career working alongside a group of experienced IFA’s. She quickly gained the knowedge and skills to provide an extremely high level of administration support to the team, whilst acting as a PA to the Managing Director for just over 14 years. Diane now joins GRS Financial Consultants Ltd and brings with her, her knowledge and expertise along with her dedication.
Photography by www.hwphotography.org.uk