Independent Financial Advisors - IFA Bolton, UK

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Danielle Gregory

Danielle Gregory

Danielle Gregory has 10 years experience in the UK financial services industry and joined Independent Financial Advisor Limited in March 2006. She holds the prestigious Chartered Financial Planner title and is a member of the Personal Finance Society.

Danielle assists the directors with all aspects of the financial planning process as well as providing them with technical support. She is determined to provide a high quality service to the clients of Independent Financial Advisor Limited.

Danielle has achieved the advanced Chartered Insurance Institute examinations in Taxation and Trusts, Personal Investment Planning, Pensions, Retirement Options and Pensions Investments Options.   
 
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