gregoryd49

Contact Info

DAVID
GREGORY
Wimbledon
SW4 9HY
London
07944 205 553
07944 205 553
SW Financial Planning
Financial - Advisor & Planning
Pension Planning, Tax, Investments, Estate Planning, Savings, Mortgages, Protection, Life Insurance

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

In my spare time I enjoy: 

* Snowboarding

* Kite Surfing 

* Ice Hockey

* Music

* Theater 

* Rugby 

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