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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 if you’d like to give your finances a spring clean or are thinking about freshening up your long-term plans.
Contact me today

An adviser’s insight

Enjoy the feel-good factor of a financial spring clean

Graphic of people cleaning a piggy bank

With the start of a new tax year, now is a great moment to take a little bit of time to get your finances in order and look ahead to the next 12 months and beyond.

I can help you take a fresh look at your finances and put a plan in place to help your money work hard for you over the next year. This can include ensuring that you’re maximising your new tax-free savings and gifting allowances.  

We can also consider any important updates to your circumstances, such as a pay rise or promotion, or changes to your family. 

Now is also a good time to review your longer-term goals and check in on your retirement savings. A cashflow model is an excellent way to do this as it can help to show how on track you are, if you need to make any adjustments, and the positive impact that even a few small changes made today can have on your finances over the long term. 

Click on the contact me today button at the top of my profile to discuss how I can help you.

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.