Everday Financial Planning

Not everyone needs comprehensive financial planning advice and investment management. Many clients just need some straightforward financial advice to deal with a particular issue, perhaps a life insurance policy has expired, or a pension is ready to pay benefits, or they wish to make a single investment. Greg Pike has straightforward solutions for everyday financial planning needs. 

 

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Greg Pike gained experience in banking before becoming a Financial Adviser for the bank.  On taking “early retirement” in 2004 he worked in the financial services department of a large local Accountancy practice gaining experience to become an independent financial adviser.  He joined Schaefer in 2007 and provides independent financial advice to clients of all walks of life.

 

Greg holds the certificate in financial planning from the Personal Finance Society.

 

 
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Schaefer Financial Management Ltd is an appointed representative of Burns Anderson Ltd, 27 Great George Street, Bristol BS1 5QT, which is authorised and regulated by the Financial Services Authority.

Burns Anderson Ltd is entered on the FSA register (www.fsa.gov.uk/register) under reference 126191.

The information and content of this website is intended for UK consumers only and is subject to the UK regulatory regime.

Schaefer Financial Management Ltd. Registered Office Gadsby House, Huntworth Business Park, Bridgwater, Somerset TA6 6TS. Registered in England No. 04596404