Greig Kilpatrick

Bsc (Hons), APFS

Greig is a Financial Planner and joined Attivo in 2023. He is a member of the Personal Finance Society (PFS), part of the Chartered Insurance Institute (CII).

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Technical Excellence

All Financial Planners require a Diploma in Financial Planning to provide advice. Greig holds both the Diploma and the Advanced Diploma in Financial Planning.

Financial planning: Greig builds long-term strategies that align goals, resources, and lifestyle priorities.

Pension planning: He designs retirement solutions that balance security, flexibility, and tax efficiency.

Greig Kilpatrick, Chartered Financial Planner at Attivo

Taxation and trusts: He structures wealth to protect assets, reduce tax exposure, and support succession

Investment planning and Business financial planning: He develops portfolios that match objectives, risk tolerance, and time horizons

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