Gregory Palethorpe

Gregory Palethorpe

Bowbrook Financial Planners Ltd

Minimum savings/pensions: Any amount

Minimum mortgage: Any amount

0330 038 8938
Based in Lichfield
View location

Top Rated 2025
Verified since: June, 2021

4.9 out of 5

34 reviews


Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 April 2025

    Gregory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Gregory has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Gregory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Gregory has provided information on their typical fees

    Gregory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Checks carried out by VouchedFor

  • FCA Regulated

    Last checked: 18 April 2025

    Gregory and/or the firm they work for (or are appointed representatives of) is regulated as appropriate by the Financial Conduct Authority

  • 14

    Recent Client Reviews

    Verified reviews: 100%

    Gregory has received 14 client reviews in the past 12 months; 100% of these have been verified

  • Restricted Financial Adviser

    Last checked: 04 December 2024

    When choosing products or providers, restricted advisers have a limited selection which they can choose from. They may consider products from some, but not all, providers.

  • 5

    Qualifications Uploaded

    5 qualification certificates available to view

    Gregory has added their qualifications to their profile. You can see them by clicking on the ‘qualifications’ tab below

  • Transparent Fees

    Gregory has provided information on their typical fees

    Gregory has added their fees to their profile. You can see them by clicking on the ‘fees’ tab below

Greg is the Director and Partner at Bowbrook. He started his journey in the accountancy sector and moved to financial services having grown a wealth of experience and qualifications in the financial planning space. As well as providing advice in specialist areas including pension planning and equity release*, Greg provides the vision and drive for the business. His goal is to assist his clients achieve their dreams by providing trusted and professional financial advice. He is passionate about engaging the younger generation in financial services and plans on building the firm to chartered status. Your home or other property may be repossessed if you do not keep up repayments on your mortgage. The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances. Auto-Enrolment products are not regulated by the Financial Conduct Authority. Equity release is a lifetime mortgage or home reversion plan. To understand the features and risks associated with such products, please ask for a personalised illustration. This Partner/Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx

£430,000 Consumer Protection

Your money is protected against bad advice by the Financial Ombudsman Service up to a maximum limit of £430k and by the Financial Services Compensation Scheme (FSCS) if the company goes out of business (in which case, limits may vary - see the FSCS website for more details).

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