“I chose a career in financial planning to improve people’s financial wellbeing so they can spend their time and energy concentrating on the matters they care about most”
Gregory is a Financial planner based in the London office. He enjoys presenting in client meetings and working on the technical aspects of pensions, investments and estate planning. His main role is to support the lead planners; creating financial plans, preparing for annual planning meetings and being a point of contact for clients.
Graduating from the University of Liverpool with a Mathematics with Management degree, he moved straight into work at an independent financial adviser in Buckinghamshire. He then joined the Paradigm Norton team in 2018 after touring South America.
He is working towards becoming a Chartered Financial Planner and is moving closer to that goal.
Outside of work
Staying active, eating good food and socialising with friends and family are all important to Gregory. He is an optimistic Watford supporter and appreciates a night at the theatre.