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.
Specialisms
- Pensions
- Investments
- Inheritance tax
- Business finances
What's the Best Thing 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.
Now for the personal part…tell us about you
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.
