Gregg Crawford
Chartered Financial Planner, Executive Director
I am an original shareholder in IFP, and more recently, I was appointed a Director of the business. One of my executive responsibilities includes working with a team of in-house specialists to enhance and maintain our back-office client system. My main client-facing role is that of a Chartered Financial Planner, working with new and existing clients to identify their needs and deliver a plan of action.
Areas of Expertise
- Pensions
- Investments
- Inheritance Tax
- Business Finances
Qualifications
- Fellow of the Personal Finance Society
- Chartered Financial Planner
What do you enjoy most about working at IFP?
The best part of my job is building a relationship with clients, getting to know them and what they are looking for from their lives. I love being able to deliver a financial plan to address agreed goals and objectives. Whether being able to retire by a set age, tick off a bucket list in retirement or reduce the impact of inheritance tax.
Tell us a little about you outside of work
Socialising is key to most of my time away from the office, spending time with family and friends, be it a meal out, pub quiz or a social gathering (party). Holidays and spontaneous trips away ensure that my annual leave is spent visiting somewhere new. However, my newfound passion for skiing is only matched by the attractions of a swim-up pool bar, being sat in the sun.
