Greg Whitfield

Greg Whitfield

Independent Financial Adviser

Greg is a Chartered Financial Planner and an Associate of the Personal Finance Society with over ten years industry experience.

He joined Haven IFA Ltd at the start of 2011 and advises on all aspects of financial planning specialising in Pension, Investment and Inheritance Tax Planning. He describes his role as helping clients to clearly understand the complicated world of pre and post-retirement and investment planning, the options available to them and finding solutions to meet their requirements and objectives both before, after and through retirement.

Greg is married to his wife Zoe and they have two sons together. Greg is a keen sportsman, regularly participating in football, cycling, CrossFit and golf. He also coaches his sons junior football team and when he is not playing or coaching sport he enjoys watching sport and spending time with the family.

We are taking part in St Ann’s Christmas Tree collection fundraiser!

 Haven IFA will be giving their support to St Ann’s Hospice’s Christmas Tree Collection throughout January 2021. We aim to raise funds to support their invaluable work for the community.

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