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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

Find out more about me below.

Start the conversation

Whether you want to think about a gifting plan to help your family, or want to ask me about something else, I’m happy to help.
Contact me today

An adviser’s insight

Gifts that give back

Graphic of people exchanging gifts

December is often seen as the gifting season. But alongside the usual socks and chocolate gold coins, it might be worth planning a slightly bigger, longer-term present for your loved ones this year.

Inheritance tax (IHT) is notoriously complicated and can hit people with a big bill if it isn’t managed properly. It isn’t reserved for the very wealthy either. Dealing with IHT is a reality that many more families face after a loved one has passed - in what is usually an extremely vulnerable moment.

This is where using your gifting allowances can make a real impact on those around you. It’s a great way to share your wealth with the people you love while limiting their exposure to IHT. It does take a little bit of extra planning though.

Sitting down with an adviser like me can help you figure out where you want your money to go, and when. For instance, it might be more helpful to gift a family member a contribution towards their first home now, rather than leaving them a legacy.

Whatever you decide is best, we’ll find the most tax efficient way to do it.

Get in touch to find out more.

*Estate Planning and Inheritance Tax Planning are not regulated by the Financial Conduct Authority.

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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.

Quilter Financial Planning Network only: This financial promotion was approved by Quilter Wealth Ltd, Quilter Financial Services Ltd, Quilter Mortgage Planning Ltd, Quilter Financial Ltd, Quilter Financial Planning Solutions Ltd & Lighthouse Advisory Services Limited on 22 December 2023.