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Thomas Gregory

Financial Planning Consultant DipPFS in Lincolnshire

A little bit about Thomas

I am a financial adviser based in Lincolnshire and London.

Throughout my varied career I have witnessed the beneficial impact of well-considered financial planning on a personal level and the ability for this to affect our lives. Every situation is different and this goes for financial solutions. From young professionals to intergenerational family wealth planning, the financial planning journey starts with an active conversation.

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

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.

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.

Diploma in Financial Planning

  • The Level 4 Diploma in Financial Planning from the Chartered Insurance Institute develops core technical understanding across a broad range of key financial planning areas.

Thomas's location

Lincolnshire
PE22
United Kingdom

Thomas is located in Lincolnshire and London, and offers expert financial advice to suit your needs.

Financial health is a cornerstone to achieving wellbeing alongside physical and mental health. I firmly believe that all of these factors impact us and our lives significantly.

I enjoy working closely with individuals and families to create bespoke solutions that provide clarity, security and confidence for the future. By having a relationship with me as your financial adviser, you are giving yourself the best chance to reach your financial goals and achieve peace of mind in the knowledge that your financial future is secure.

As a committed member of the Personal Finance Society, I stay up to date with industry developments to ensure my advice remains relevant and effective. The world of personal finance can be daunting but, together we will develop a plan that is clear and adaptable in a fast-moving world.

Away from my desk I enjoy keeping active either on my bike or taking the dog for a run. If I'm not out and about I'll probably be found playing the piano or reading up on Philosophy.

 

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 Wealth Ltd, Quilter Financial Services Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 01 August 2022.