Greg Inglis

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.

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.