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Off Piste Wealth
Off Piste Wealth
Initial consultation free
Independent
We're here is to educate and empower people and business owners, through educational workshops and bespoke, independent financial advice, giving clients access to the whole of the market place.
We can advise you on
Clients
helped
240
Minimum
pension value
£100k+
Minimum
wealth
£100k+
Minimum
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr David Gregory
Director
What our clients say
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Gillian Palmer
I have know David for years and he helped me out with questions about my pension even when I was not his client. He also helped me to understand Pensions in plain English as I really do struggle to understand it all. Because of this both myself and my partner have moved our existing pensions to Off Piste and another bonus is our money is making much higher returns. The process was was made very simple and David made sure he understood both our levels of risk so our funds are now invested in the right place. Highly recommended
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Freddie Macdonald
I've been using Off Piste Wealth for some time and couldn't recommend them more. David provides a very professional service, not only is he personable and actively listens but he's also friendly in his style. He has a modern approach around wealth mangement and gets different peoples stance and view around money.
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Aaron hayle
David really helped with my finances regarding business. After a few years in self-employment, I needed help setting up a pension and felt supported through the whole process and feel confident knowing it’s the right option for me and how it all works. I now have a plan to secure my financial future moving forward and that security gives me freedom and clarity in my business to pursue growth at every opportunity. Would highly recommend David!
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Natalie davis
David was brilliant from start to finish. He was able to talk to me in a way that made it very simple to understand. I have seen a lot of growth this year already and look forward to working with him in years to come. I had the specific issue of wanting to invest inheritance for income and I was able to do some in a way that enabled me to start my own business which has always been a dream for me! I couldn’t recommend him enough!!!!
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