By 1999 he was responsible for 6 sites across the north west of England and north Wales. Following the company's decision to withdraw from the UK in 2001 Gregg formed Alexander Calder Financial and managed the day-to-day running of the business from day one - a role he continues but now with the invaluable support of Laurel as Head of Operations.
Gregg was able to return to working with clients from 2001 and has built strong relationships with a number of loyal clients and businesses. Although able to advise on many areas Gregg finds himself working with high net worth clients planning their investments and retirement alongside working with a number of employers throughout the country offering highly valued employer pension advice and reviews.
Gregg was able to return to working with clients from 2001 and has built strong relationships with a number of loyal clients and businesses. Although able to advise on many areas Gregg finds himself working with high net worth clients planning their investments and retirement alongside working with a number of employers throughout the country offering highly valued employer pension advice and reviews.
Services
This service is about you achieving a specific goal at a specific time without the need for ongoing reviews and support. Our fees are therefore 'one-off' and whilst the service is very comprehensive, over time it would be considered our lowest cost option. Based on a single transaction where straight forward advice is provided and limited to one need area.
Our experience would indicate that this is our most popular service where people expect both initial advice, support, and ongoing reviews. In terms of cost the initial cost is actually lower than our transactional service, but it has the addition of ongoing fees to support the review process.
A number of other differentiators apply and your adviser will happily discuss these with you to enable you to decide the most suitable service for your needs.Providing an overall review of your immediate issues considering your future plans and aspirations. The outcomes will require periodic reviews.
A number of other differentiators apply and your adviser will happily discuss these with you to enable you to decide the most suitable service for your needs.Providing an overall review of your immediate issues considering your future plans and aspirations. The outcomes will require periodic reviews.
Often thought of as being the service for those with the most invested this is simply not true. The main differentiator between the Financial Planning and Wealth Management services is the amount of ongoing support and reviews you require. The initial cost under this service is identical to the Financial Planning option, but as you would expect with more ongoing help and support the ongoing cost is slightly higher.
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