ADVISER PROFILE

Greg Simister

Role: Independent Financial Adviser
Location: Liverpool Office
Qualifications:
BSc (Hons) Mathematics
Diploma in Regulated Financial Planning (DipPFS)

Greg can help you with…

Financial Planning, Wealth Management, Retirement Planning, Inheritance Tax Planning, Personal and Business Protection Insurance, Private and Business Medical Insurance, Corporate and Director’s Pension Schemes.
Greg really likes being out and about meeting new and existing clients.

Outside of work…

Greg is a keen Golfer, and enjoys watching and playing Football (he’s the MHW 5-a-side goalkeeper), and listening to Music and is a member of the George Formby Society.

When asked about his favourite food he chose Italian.

Greg has a daughter Zara.

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What people say about Greg

I’ve been meaning to look at all my pensions for a while, but it’s one of those jobs that I never quite got around to! During my first meeting with Greg he explained everything clearly and concisely, whilst also getting to know me and what I wanted from my retirement planning. The process of pension evaluation was simple and Greg sent all the information through quickly! The recommendation was presented clearly and transparently and suited me perfectly and I had minimal paperwork to complete which suits my busy lifestyle! I now have a consolidated plan which is tailored to my risk profile and my financial goals. I felt like a person not a name on a database!

I would highly recommend Greg and the team at Markland Hill Wealth.

 

— Emma Athersmith

GREG’S CONTACT DETAILS

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