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Greig Tonks

Financial Planning Consultant DipPFS in Poole, Dorset

A little bit about Greig

As a Quilter financial adviser, I’m proud to be supporting clients and their families throughout their financial journey. With a background in both professional sport and financial markets, I understand the importance of building long-term relationships and setting clear goals. I focus on helping clients understand where to invest, how to remain tax efficient and ensure they are well placed for retirement.

Find out more about me below.

Start the conversation

Speak to me about making your money go further, and protecting the things that matter most to you.
Contact me today

An adviser’s insight

Graphic of people learning about protection

Can the right protection help you become more financially resilient?

Have you heard of the ‘protection gap’? You probably know someone who’s fallen into it.

Most of us know to get travel or pet insurance, or even just insure our mobile phone. But when it comes to really big life events, cover can easily get overlooked – causing a gap.

Far too many people aren’t properly protected against life-changing events, like losing their job or not being able to work because they’ve fallen ill. Which means that when these things do happen, they can have a much bigger impact than they need to.

Luckily, cover like income protection and critical illness can help people become more financially resilient. So, if you do have a financial shock, it doesn’t have to turn everything upside down. And it can be surprisingly simple and affordable.

If you’ve had a big milestone recently, or a change in your circumstances, it might be the right time to relook at your protection needs.

Reach out to me and I’ll be happy to help.

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.

General Insurance

Home contents insurance, buildings 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.

Location

Greig's location

Poole
Dorset
United Kingdom

Greig is located in Poole and offers expert financial advice to suit your needs.

More about me

Having played rugby professionally for 12 years, I’ve seen first hand the value of financial advice, as well as the impact of no advice at all. I aim to simplify complex information and deliver a clear and concise solution for my clients.

My approach:

  1. Explore – It’s all about you. Your family, your circumstances.
  2. Financial review meeting – Explore your aims and objectives. Understand current arrangements and build a clear picture of your financial future.
  3. Recommendation – Present a solution. Once implemented, the key is to monitor regularly and make sure you remain on track to reach your goals.

Outside of work, you might find me exploring the Dorset coast with my family, coaching at my local rugby club or if I’m lucky, on the golf course.

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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Financial Services Ltd & Quilter Financial Ltd on 01 August 2022.