Speak to a team member now

0800 029 1110

or

Danielle Gregory

Chartered Financial Planner

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North West

Covers

Cumbria, Greater Manchester, Lancashire

Danielle Gregory

Chartered Financial Planner

I am a Chartered financial planner and a Fellow of the Personal Finance Society, with over 20 years experience working in the financial services industry. I have considerable experience in all areas of financial planning including pensions, investments and protection and have spent the last four years specialising in advising private wealth clients.

As an independent financial adviser, my aim is to work closely with my clients to develop a trusted working partnership with them and their family in order to deliver both excellent value and quality advice for the long-term. I am able to advise on all wealth and financial planning areas and I am also a pension transfer specialist.

Working with my clients, I am able to identify their individual financial goals and help them to put a financial plan in place to achieve these, ensuring that they receive a personal and professional service that is tailored to their needs. I strongly believe that in order to ensure my clients reach their agreed goals, financial advice requires a comprehensive and holistic approach.

Expertise in

Estate Planning

Financial Protection

Investment Management

Retirement Planning

Wealth Management

Location

Based in

North West

Covers

Cumbria, Greater Manchester, Lancashire

Send an email to Danielle Gregory

*