Barnack, England, United Kingdom
I provide financial security and peace of mind to my clients, so they can focus their time and energy on the things in life that matter to them. This includes helping them with: - Investment planning - Retirement planning - Protection planning - Inheritance tax planning I particularly like working with self-employed people, helping them align their businesses with their personal financial goals. Prior to retraining and setting up Greg Smith Wealth Management, I taught chemistry for 10 years in Peterborough and the surrounding area. I am a keen squash player, playing for Stamford Squash Club. I am also on the Executive Committee at Ketton Sports Juniors Football Club and coach cricket at Barnack Cricket Club. Greg Smith Wealth Management 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). SJP Approved 10/11/2025
Offering goals-based financial planning for individuals and families. Working with small and medium-sized businesses to offer executive and employee benefits packages to motivate and retain their people. The value of your investment could go down as well as up. You could get back less than you invested.