gregoryd49

Contact Info

First Name

DAVID

Last Name

GREGORY

Area (Home Group)

Wimbledon

Send Email

Postcode

SW4 9HY

Location

London

Telephone

07944 205 553

Mobile

07944 205 553

Company Name

SW Financial Planning

Occupation

Financial - Advisor & Planning

Brief list of services offered

Pension Planning, Tax, Investments, Estate Planning, Savings, Mortgages, Protection, Life Insurance

Brief description of business (max. 400 chars)

The strength of our business is underpinned by satisfied clients, their referrals and our distinctive approach to investment management. I personally aim to deliver our commitment by:

- Providing face-to-face financial advice that is always honest and straight forward
- Giving my clients the opportunity to review their financial affairs regularly
- Ensuring that investments are managed effectively
- Ensuring that any correspondence and literature is clear and easy to understand
- Listening to my client feedback
- Ensuring that all of my dealings with clients are sensitive to their needs

Personal Interests

In my spare time I enjoy:

* Snowboarding

* Kite Surfing

* Ice Hockey

* Music

* Theater

* Rugby