Why choose me
When you’re deciding on a financial planner, there are many factors to consider. Pick me, and you’ll benefit from a fresh perspective.
ADVICE
DEPENDABLE ADVICE
Even if you’ve taken financial advice before, it can be hard to find someone who you feel has your best interests at heart. That’s why I work hard to build a solid relationship from the moment we meet.
Polaris Wealth Management is proudly a small business, and when you prosper, I do too. So you can count on me for a service that’s personable, collaborative, and designed to deliver results.
In the UK, the average age of a financial adviser is 58. The fact that I’m significantly younger than this means you’ll get a different outlook from me. More importantly, though, you’ll have the same expert helping you through life’s challenges for years and even decades to come.
A good financial planner will be able to answer any difficult questions you might have. But they also won’t be afraid to be tough on you in return and challenge your views. My honest approach is what you really need if you’re looking for a lasting partnership and not just a transaction.
Working with a sole practitioner like me means you get undivided attention. You’ll enjoy a greater level of service and always have one dedicated point of contact. And because I can take the time to build a personal relationship with you, I’m genuinely invested in your happiness and success.
With me, you’ll deal with someone with a long background in financial services. You’ll also benefit from the wisdom I’ve gained through wide-ranging qualifications from the profession’s leading award bodies. Whatever problem you throw my way, I know how to help.
Am I the right fit for you?
ARE YOUR FEES WORTH IT?
You could search for the answers to your financial questions on Google for free. But with me, you get years of experience and technical insight, and a truly hands-on approach to solving your issues.
CAN’T MY BANK HELP?
Banks, building societies, and corporate advisers offer many of the same services as me. But they’ll often try to sell you certain solutions even if they aren’t right for your needs. I’m 100% independent.
WILL WE GET ON?
If you’re open to taking honest, one-to-one advice from a friendly professional, we’ll get along fine. Either way, we’ll spend our first meeting getting to know each other to make sure.
stories
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.
Accreditations and awards
You deserve to have your wealth looked after by a highly qualified and experienced financial planner. That’s why, throughout my career, I’ve continued to build my knowledge. Learn all about my credentials and what they mean here.
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