Greig Charlton
Investment Director @Hamilton
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WORK HISTORY
Investment Director @Hamilton
I work closely with individuals, families and business owners to bring clarity and structure to complex financial situations. My role focuses on building long-term relationships and delivering practical advice across investment planning, pensions, tax-efficient structuring, retirement planning and estate planning.Much of my work involves helping clients make confident decisions about their future, whether that means preparing for retirement, organising family wealth, navigating major life events, or ensuring assets are managed tax-efficiently across generations. I take a planning-led approach, combining detailed financial modelling with clear, pragmatic advice so clients understand both the strategy and the reasoning behind it.
EDUCATION
University of Dundee
Bsc, Anatomy and Physiology
SKILLS
ABOUT GREIG CHARLTON
Entrepreneur and executive with 15 years of experience working in and with startups and scale ups in the UK and Asia.
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