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, portfolio investments as well as both retirement planning and point of retirement options. Brad is a qualified Pensions Transfer Specialist who holds qualifications in excess of Diploma level.
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.
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
Victoria joined us from a large Corporate Company within the financial services industry and has experience in respect of investment planning having worked with many market leading investment companies providing administrative services. She has joined GRS Financial Consultants Ltd to continue developing her knowledge within our profession and to provide full administrative support to our team of advisers.
Coming from a large corporate business background Cara joined GRS in 2015 and is our Company accounts manager dealing with all financial aspects associated with the Company. She is also fully trained in Pitmans Office Practise and ILEX Legal as well as being a highly experienced Personal Assistant and Administrator.
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