Off Piste Wealth Ltd

David Gregory

FCA Number: 955277

Pension Planning Investments Trusts

I'm David Gregory, the founder and principal adviser at Off Piste Wealth. I set up the firm to offer genuinely independent financial planning, the kind that puts your goals first and isn't tied to any single provider or product. I work with UK professionals, business owners, and sports professionals across the full range of financial planning. That includes pensions and retirement planning, ISAs and tax-efficient investing, VCTs, inheritance tax and estate planning, and ongoing investment management. Through my sister firm, Legacy Lines, I also help clients with wills and estate planning, so the whole picture is joined up. My approach is straightforward. I take the time to understand where you are now and where you want to be, then I build a plan to get you there and stay alongside you as things change. Good financial planning isn't a one-off event. It's a relationship.

9.8 out of 10

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