WAKE UP YOUR WEALTH - Key Persons

Greg has always worked with pensions since he graduated which makes him a really interesting person who might iron his pyjamas. That said, if you want a safe pair of hands for your pensions and investments, he is an expert with caring approach who can be trusted to look after your money. Having worked in pension review for Prudential and Barclays, he moved into independent financial advice in 2004. Since then he has progressed to be a fellow of the Personal Finance Society and with Charlotte has built Wake up your Wealth to be an efficient, reliable and resilient business. Along the way he has acted as a pension specialist in a number of advisory firms and been financial planning lead at a leading online advice firm. Outside the office Greg assists various voluntary organisations in his local area, but most often he can be found talking retirement over a cup of tea. Charlotte and Greg first met and worked together at Barclays Life in the early 2000's, in the pension review team which calculated compensation for poorly sold pension transfers. Her other roles have been in local government, construction and vehicle leasing and she has developed an excellent eye for detail, a talent for dealing with large amounts of data, all the while being extremely efficient in getting things done. As the firm's account manager she completes any changes to investors holdings, including payments in and out, alterations to fund holdings and preparing the data and documents for product reviews. She also assists Greg in preparing files for new research, analysis and product recommendations. It has been said that Charlie keeps the whole business running while Greg is merely out chatting and drinking tea with investors.