Greg Robinson
Financial Planning Consultant, ACSI in Knaresborough
A little bit about Greg
I have a passion for investing, personal finance, and helping others achieve their financial goals. After joining the industry eight years ago, I worked as an investment writer, ran regulated trading services, and taught private investors how to generate an income using stock options.
Nowadays, my full focus is directed towards helping my clients achieve their retirement, investment, and protection goals through tailored financial planning. I hold a Level 4 Investment Advice Diploma from the CISI
Start the conversation
Whether you want help getting your pension in a good place, or to ask me about another financial need you might have, I’m here to help.
Contact me today
An adviser’s insight
How can you boost your pension pot?
In the UK, there’s an estimated £26.6bn1 in lost or forgotten pensions. That means the average UK worker is missing as much as £28k2 from their retirement money. But there’s good news - this kind of financial hit is completely avoidable.
Here are three simple ways to make sure your pension is working its hardest for you.
1. Check up on it
This one might seem obvious, but it’s easy to lose track of your pension pots, where they are, and what they’re doing. If you make a note of your pension providers, and check your pot(s) regularly, you’re far less likely to lose one of them over time.
2. Look at your investment allocation
Your investment allocation is where and how you’re investing your pension. Often, people will just use their pension provider’s default setting. But this might not actually be right for your retirement goals and risk profile. So, it’s a good idea to revisit this every few years.
3. Bump it up
If you’ve had a windfall recently, like a pay rise, bonus, or inheritance, putting a portion of it into your pension is a good idea. Not only is it tax-efficient, but you’ll be glad when your retirement comes around.
As an adviser, my role is to help you get all of this done simply, with all the facts and information you need. That might be helping you review your risk profile, consolidating old pension pots, or making a plan to help you retire early.
If that sounds good to you, please get in touch.
The value of pensions and the income they produce can fall as well as rise. You may get back less than you invested. Tax Planning is not regulated by the Financial Conduct Authority. Tax treatment varies according to individual circumstances and is subject to change.
2 Source: https://www.hrmagazine.co.uk/content/news/average-uk-worker-has-28-000-in-unclaimed-pensions
Services
Holistic planning
Establishing and reviewing trusts, complete personal risk management planning, short- and long-term savings and investments.
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.
Income Protection
Permanent health insurance to provide a regular income should you be unable to work due to illness or injury.
Qualifications
Diploma in Investment Advice
- The Diploma in Investment Advice provides a sound grounding in UK financial services and consumer relationships, including exchange traded futures and options and financial protection.
Location
Greg's location
Knaresborough
North Yorkshire
HG5
United Kingdom
Greg is located in Knaresborough and offers expert financial advice to suit your needs.
More about me
Although I have always had a deep interest in investing, personal finance, and trading, I have not always worked in the financial services industry. After graduating, I spent the first twenty years of my career working as a freelance IT consultant, before finally deciding to jump ship to follow my true passion and retrain in financial services. As well as my degree, I now hold a Level 4 Investment Advice Diploma from the Chartered Institute For Securities & Investments (CISI). I initially worked as an investment director, writing articles about personal and alternative finance issues for independent financial publishers in the UK.
In addition, I also advised subscribers about specific cash flow producing opportunities and ran regulated trading services utilising equities and stock options. Realising that I wanted to help people more directly, I established a training company to teach retail investors how to invest for income using stock options. This proved to be a great success and I worked personally with over 200 clients to teach them the skills needed.
However nowadays, my full focus is directed towards working with my clients to help them achieve their retirement, investment, and protection goals through bespoke financial planning.
I believe that my life experience, extensive financial knowledge, and an ability to truly understand a client's needs, are a winning combination. I live in beautiful North Yorkshire and am married with a young daughter.
When not working I enjoy walking, snowboarding, sailing, travelling, and socialising with friends and family.
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.