FINANCIAL PLANNING YOU CAN ALWAYS RELY ON
Leave worry behind. Start building a more comfortable future. Honest, one-to-one support from an experienced financial planner who’ll be by your side through every twist and turn.
why choose meabout you
Planning retirement
It’s never too early to start considering how your finances will look when you finish work and the changes you need to make. Get dedicated advice to point you in the right direction.
Enjoying retirement
Dealing with any outstanding concerns about money now will mean you can truly live life to the full in retirement. Get specialist support with pensions, Inheritance Tax, and much more.
Business owner
As an entrepreneur, you face a unique set of financial challenges, so it pays to work with someone who can truly empathise. Get clear, trustworthy guidance and live with less stress.
High earner
The more successful you’ve been, the more important it is to protect what you have, and a financial plan can make that process far easier. Get expert support that’s personalised to you.
Significant life events
Milestones like starting a family or facing bereavement or divorce are highly emotional, and making the wrong decisions can be costly. Get advice to help you move forward with confidence.
Changing adviser
The only thing worse than getting bad advice is doing nothing about it. Get a different viewpoint on the issues you’re facing and enter into a trusted partnership that’s built to last.
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A client since 2017
We’d have no hesitation in recommending Polaris Wealth Management. If we have any questions regarding our investments, Greg is always available and provides sound advice.
A client since 2021
Since working with Greg, my confidence, as well as my knowledge and understanding of investing, has grown. This is because Greg takes the time to listen carefully and then to explain things in simple terms.
A client since 2015
Since working with Greg, our confidence and understanding of our investments has grown because of Greg’s knowledge and expertise, and the trust we have in him.
A client since 2019
After research, we found Greg. He listened to our needs and learned what assets we had, and questioned us fully so that his recommendations would meet our requirements. He had a personal touch and patiently listened and answered our questions.
A client since 2021
Our financial future is clearer and more organised after working with Polaris Wealth Management.
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How it works
Financial planning should be a partnership, not a transaction. With Polaris Wealth Management, you’ll follow a simple six-step process that offers expert support at every stage.
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Introductory call
Discovery meeting
Investment discussion
Planning Meeting
Implementation
Ongoing review
Find me on VouchedFor
I’m thrilled to have been awarded Top Rated status every year since 2016 by VouchedFor, the UK’s leading independent review site for financial planners. Click or tap on the badge to read my reviews.
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THE PERSON BEHIND POLARIS WEALTH MANAGEMENT
Whether they’ve worked with a financial planner before or not, too many people are given outdated, generic advice. With me, you benefit from the fresh outlook of someone slightly younger than the average adviser while still being highly qualified and experienced.
As my client, you’ll really be listened to. That means you’ll end up with a financial plan tailor-made to help you achieve all the goals you have for the future.
meet gregory