
Greg Inglis
Financial Planning Consultant DipPFS in Montrose
A little bit about Greg
With over 10 years of accounting experience, numbers have always been a second nature to me, whether that be working in an accounting firm, controlling the finances in a 7 figure turnover business or being self employed, it's always been something I've enjoyed and thrived at. Using this experience, I love to help people get on track to achieve their goals and plans for the future.
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An adviser’s insight
If it’s time for financial advice, I can help you
Coming into a sum of money can be exciting and overwhelming at the same time, especially if it’s sudden or unexpected. And while you’re trying to process all the emotions involved, you’ll probably have to make some important financial decisions as well.
Whether you’ve received an inheritance, a windfall, or a lump sum from work, having an adviser to help guide you and make a sensible plan can take away some of the stress and worry so you can focus on the benefits.
I can help you understand all the different options available to you, taking advantage of any allowances so your money works as tax-efficiently as possible.
I can also help you adjust your financial plans or make completely new ones by showing you how the choices you make today could impact your future.
Together, we can put your money to work in a way that helps you feel confident about the future.
Tax treatment varies according to individual circumstances and is subject to change.
Approver Quilter Financial Services Limited & Quilter Mortgage Planning Limited. May 2025.
Services
Business Services & Protection
Commercial mortgages/remortgages, workplace pension and employee benefits. Commercial mortgages are by referral only.
General Insurance
Home contents insurance, buildings insurance.
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Investments
Wealth management advice to make your money work as hard as it can for you, including making the most of any tax breaks available.
Pensions
Expert advice to help provide comfort in your retirement.
Protection
Whole of life and term assurance protection, private medical arrangements, critical illness insurance.
Qualifications

Diploma in Regulated Financial Planning
- The Level 4 Diploma in Regulated Financial Planning from the Chartered Insurance Institute develops core technical and initial financial planning understanding.

Certificate in Mortgage Advice and Practice - Level 3
- CeMAP is the benchmark qualification for individuals aspiring to become mortgage advisers. It gives the skills, knowledge and certifications to deliver mortgage advice and practice.
Location
Greg's location
Montrose
Angus
Scotland
United Kingdom
Greg is located in Montrose and offers expert financial advice to suit your needs.
More about me
With over a decade of experience in accountancy, including five years as a director of a 7-figure motor trade business, I bring a wealth of financial expertise and a strong customer-focused background to my role as a financial planning consultant. My work has always been driven by a passion for helping individuals and families achieve long-term financial stability and wealth growth. Specialising in investment planning, retirement planning, and insurance products—including private medical coverage—I focus on guiding individuals and families with young children through key financial decisions. I take pride in my honest and direct approach, working to demystify financial concepts and empower my clients to make informed decisions with confidence.
My extensive background in accountancy equips me to analyse complex financial situations and develop tailored strategies that align with my clients' goals. Whether it’s securing a comfortable retirement, protecting loved ones through insurance, or growing wealth through investments, I aim to provide solutions that not only meet immediate needs but also build a secure financial future. Education is a cornerstone of my philosophy. I believe that clients should feel informed and confident about their financial journey. I take the time to explain strategies and options, ensuring that my clients fully understand the choices they make and their long-term impact. Helping people achieve their financial aspirations is more than a career for me; it's a deeply fulfilling mission. By combining my expertise, practical experience, and a genuine commitment to client success, I strive to put every client in a better financial position.
The Financial Conduct Authority does not regulate some employee benefits, tax planning, inheritance tax planning, estate planning, succession planning, trusts or some buy-to-let mortgages.
The guidance and/or information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
Registered Office: Quilter Financial Advisers, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 05693185. Lighthouse Financial Advice Limited, Senator House, 85 Queen Victoria Street, London, EC4V 4AB. Tel: 0207 562 5856. Registered in England and Wales. Registered number: 04795080.