Greg Thompson, DipPFS
Specialising in Holistic Financial Planning, Pensions and Investments
Greg started in career in Financial Services in 1971 and having built his own successful business, he joined Ewing Associates in 2016 to benefit from wider support. Greg thrives on challenges and delivering exceptional advice, he is by no means looking to retire.
Greg has a personal relationship with his client’s and they benefit from his experience and his financial planning skills to help them enjoy their lifestyle without the fear of running out of money.
Of the many financial concerns clients have, Greg particularly helps to answer: Will we be able to lead the lifestyle we want without our money running out? If anything happens to me, will my dependants be financially secure? What does our “financial legacy” look like?
He uses financial modelling with the aim of helping to illustrate client’s financial position and to show that their objectives remain on track. Greg’s philosophy is to really get to understand his clients and build their financial plan for them. He will then make specific recommendations to improve their circumstances.
Greg is also a member of SOLLA – a society that helps people and their families in finding trusted accredited financial advisers who understand financial needs in later life.
When Greg isn’t working he is kept busy with family. He and Kathy have four daughters and seven grandchildren. He has been a school governor, a technician on the local “talking newspaper” and promoted chess in schools for over 35 years whilst being a keen chess player himself.