Greg Persinger
I offer an exceptional client service proposition which starts at the very first meeting, which holds no obligation for you.
Specialisms:
- Company directors
- Advice in retirement
- Business owners
- Charities
- City professionals
- Financial professionals
- Private clients
About
Managing Director, Greg Persinger started his career in Financial Services in 1999, working with Canada Life. He has been an Adviser with St. James's Place, since October 2012 when his previous employer, Trinity Financial Planning, were invited to become a Partner Practice.
Prior to his role as a trusted Adviser, Greg worked in various fields, all with the familiar theme which involved working closely with people from various backgrounds and positions to provide excellent customer care and service.
Face to Face communication and the ability to interpret his clients' needs and objectives to provide the necessary Investment, Protection or Tax Planning solutions are key skills that Greg utilises daily.
Greg holds the Diploma in Financial Advice and is studying to achieve the Chartered Financial Planning qualification.
Promotions
Advice and services
We offer an excellent wealth management service which will help you achieve your goals
News & Insights
Visit Insights to read articles and news to help you make informed decisions about your wealth
More about St. James's Place
St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
SJP Approved 19/02/2024
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.
