Gregor has dealt with clients from all walks of life - from those just starting out through to well known leaders of industry and government. Having been a key part of helping other business build and grow their financial planning offering Gregor decided it was time to utilise his knowledge and experiences to create Sunflower. The business focuses on providing advice to a select number of clients with greater emphasis on life planning, client experience, ongoing advice and servicing.

Gregor is a member of the Personal Finance Society and holds the Diploma in Financial Planning.

Gregor is also a member of the MCSI, he has achieved the internationally recognised and highly valued status of Certified Financial Planner (CFP) having gone through their rigorous examination, ethical and continuing professional development process. This means Gregor joins a small group (c1,000 out of c35,000) of Financial Advisers in the UK who hold this qualification. 

Typical areas of advice:

• Creation and implementation of a strategic financial plan
• Reviewing existing investments and pensions arrangements
• Intergenerational planning
• Inheritance tax mitigation
• Later Life Planning
• Advising business owners create, grow, protect and exit their businesses in a tax efficient manner*
• Cash management
• Advising Trustees and Charities in respect of their obligations and options in respect of cash management and/or investments on behalf of others
• Working with professional connections to assist clients with complex legal, accountancy, investment and property issues

Out of the office Gregor spends most of his time with his young family - wife & fellow Director Mhairi, daughters Maggie, Libby & Molly and Ralph the dog! Gregor also enjoys playing golf and watching rugby.

*Business exit Strategies may include the referral to a service that is separate and distinct to those offered by St. James's Place.