Greg Finch
DipPFS, CertPFS
Greg has in excess of 23 years experience within the financial services industry and heads up CTP Wealth Management.
About
Greg has in excess of 23 years experience within the financial services industry and heads up CTP Wealth Management. Greg’s role within the company is to advise our private and corporate clients on a wide range of financial planning solutions.
Greg enjoys working with our existing clients providing valuable ongoing advice and reviews. Greg also receives a healthy level of referrals which is testament to the work that we carry out for our clients. Within our Practice, Greg is also responsible for creating and maintaining our strategic alliance relationships and works closely with our accountant and solicitors connections.
Greg also works closely with Alex and attends a number of joint appointments on a regular basis.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
