Gregory Winter

Greg is an experienced financial planner who enjoys working closely with his clients on  all aspects of wealth management. He advises clients across a broad range of areas such as; wealth accumulation, investment management, structuring investments to maximise tax efficiency, retirement planning, wealth preservation and inheritance tax planning. Prior to joining Rathbones Greg worked at Tilney Smith and Williamson. He is a Chartered Wealth Manager and a Chartered Financial Planner, he is also a Fellow of the Personal Finance Society. Greg studied Economics at Lancaster University and is a Chartered Member of the Chartered Institute for Securities and Investments.