DipPFS, MAQ, CertCII(MP), MDRT
Independent Financial Adviser
UAE: +971 50 876 9035
Greg has been in the Financial Services Profession since 1984, starting as a Life Underwriter with Imperial Life of Canada. In 1989 Greg joined Dorson Financial Services as Director of this leading Independent Financial Advisory firm in Nottingham, England; eventually taking the company over. In 1991 Greg completed (by examination through the Chartered Insurance Institute) the Financial Planning Certificate and in 1992 completed the equivalent of what is now the Advanced Financial Planning Certificate. He was actively involved in the Life Insurance Association in the UK rising to the role of Chairman of the East Midlands Region in 1998, as well as being a regular Industry Speaker.
In 1993 Greg got involved with the prestigious ”Million Dollar Round Table” (MDRT) which represents the top 5% of Professional Financial Advisers from all over the world. The next year he qualified for ”Court of the Table” which represents the top 1% of Advisers and has done so every year since, culminating in continual membership of ”Top of the Table” from 2006 onwards. He has also been a volunteer for this Group, serving on various committees including the “Constitution & Bylaws Committee” which formulates ethical standards for all Advisers worldwide.
In 2001, Greg merged his company with CRP Marketing Ltd to form a new company: Ample Financial Services, becoming joint CEO. As his Clients became more and more international (including celebrities) it was natural for him to begin to specialize in offshore planning for ex-patriates, and he did this by being headhunted to come to Dubai in 2005, however he remained as a Consultant to Ample which is now run by Greg’s co-founder and business partner.
Greg is unusual for the GCC region in that he is fully professionally qualified to UK standards of the Chartered Insurance Institute. He specializes in providing advice on Life Insurance, Critical Illness Benefit, Investments, Medical Insurance, Mortgages and Pensions to ex-pat High Net Worth Individuals and SME business owners and is currently working with Lime Asset & Wealth Management based in Dubai.