Gregory Palethorpe Dip PFS CertSMP
Greg is the Director at Bowbrook. He started his journey in the accountancy sector and moved to financial services having grown a wealth of experience and qualifications in the financial planning space.
As well as providing advice in specialist areas including pension planning and equity release*, Greg provides the vision and drive for the business. His goal is to assist his clients achieve their dreams by providing trusted and professional financial advice. He is passionate about engaging the younger generation in financial services and plans on building the firm to chartered status.
*This is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration.
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.
