David Gregg is a Founding Partner and Director of Liberty Partnership, a Chartered Financial Planner and an affiliate of the Society of Trust and Estate Planning Practitioners.
David is qualified to cover all areas of financial planning and holds advanced qualifications in Pensions, Investment planning, Long Term Care, Taxation and Trusts.
David enjoys working closely with local professionals. He advises local Accountants on Auto Enrolment and Employee Benefit programs, as well as Shareholder Protection and Key Man insurance.
He is trusted by a number of Solicitors who refer their clients to him for advice on the division of pension assets and pension sharing orders in divorce.
David’s style is to engage with his clients and their families to fully understand their needs and objectives. He believes that building a relationship with both the client and their connections delivers the best results for the people who he works with.
David is married to Krissi and they have three young children. In his spare time he enjoys playing golf and keeping fit.
Contact David on firstname.lastname@example.org