APFS Chartered Financial Planner
Associate Director | Independent Financial Adviser
Gregg joined the MHA Caves Wealth team in 2009 and brings a wealth of experience, having worked in the financial services industry for the last 35 years. He worked for the financial services arm of a major UK bank for 15 years before moving into the independent sector.
Gregg is able to advise on all aspects of financial planning for individuals, corporate bodies and charities. He has achieved Chartered Financial Planner status, regarded as the pinnacle qualification within the industry, and has also completed the Society of Trust and Estate Practitioners (STEP) certificate.
When not advising clients, Gregg can be found gliding and is a qualified instructor, enjoying the opportunity of giving people their first experience of soaring the skies. When his feet are on the ground, he likes to take his elderly dog for a gentle meander and enjoys watching Rugby and football accompanied by the occasional beer!