Duncan Gregory

Head of Adviser Academy @Ascot Lloyd

Preston, GB
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Aug 2022 — Present

Head of Adviser Academy @Ascot Lloyd

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Preston, GB

I am responsible for developing a market leading Academy proposition that enables talented individuals from a wide demographic to have a career in Financial Services. Individuals can be from any background, career or geographical location as long as they display the right attributes. Ascot Lloyd will provide a structured training program aimed to deliver the education and skills necessary for an individual to become a Financial Adviser

EDUCATION

1984 — 1986

Army Apprentice College Chepstow

Surveying

1989 — 1990

Runshaw College

Higher National Diploma, Business studies

SKILLS

Personal InjuryInheritance Tax PlanningFinancial ServicesFinancial RiskFinanceBusiness Relationship ManagementTrustsLeadershipPrivate BankingInvestmentsFinancial PlanningFinancial AdvisoryRisk ManagementBusiness DevelopmentWealth ManagementClinical NegligenceEstate PlanningManagementPensionsStrategic Financial PlanningPeriodical Payment AssessmentInvestment AdvisoryRelationship ManagementPortfolio ManagementPension FundsRetirement Planning

ABOUT DUNCAN GREGORY

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Duncan Gregory — Head of Adviser Academy at Ascot Lloyd in Preston, GB | Unifers