Bond Dickinson recruits Senior Wealth Adviser
A Chartered Financial Planner and Fellow of the Personal Finance Society, Greg will provide financial planning and investment advice to Bond Dickinson's Private Wealth clients. Greg's experience gained in the commercial banking and accountancy sectors will prove invaluable to the wealth management services Bond Dickinson offer.
Greg's expertise in financial planning with particular focus on the areas of retirement planning, family succession planning and investment management will be leveraged to further develop the team's work in investment, pension & protection planning.
The appointment of a new Senior Wealth Adviser reaffirms Bond Dickinson's commitment to providing private wealth clients with a comprehensive and integrated service. Offering independent, fee based advice and authorised and regulated by the Financial Conduct Authority (FCA), the service Greg provides will complement the work undertaken by the firm's legal teams.
Greg joins the firm from Paradigm Norton Financial Planning. Previous positions have seen Greg play a pivotal role in the successful joint venture between a regional law firm and a socially-responsible investment SBU and spearhead a business expansion into Wales.
David Dale, Partner at Bond Dickinson, said: "We are delighted to have recruited a senior wealth adviser of Greg's calibre into our wealth management team. His experience in financial planning across various areas will prove an invaluable asset to our current and future clients."
Commenting on his appointment, Greg Moss, said: "I am thrilled to be joining the wealth management team at Bond Dickinson and look forward to working alongside industry leading experts in the sector. This year will see big changes to personal finance, most notably to pensions, with many exciting opportunities and challenges to be explored."