Paul McGregor
Founder @Pursuit Financial Planning
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WORK HISTORY
Founder @Pursuit Financial Planning
GB
Pursuit Financial Planning is a Partner of M&G Wealth. We advise on a range of products from Prudential and other carefully selected providers\'.\'This is known as a restricted advice\'.
EDUCATION
Chartered Insurance Institute
Fellowship & Advanced Diploma in Financial Planning
Institute of Financial Services
Certificate for Financial Advisors, Certificate for Mortgage Advice and Practice
SKILLS
ABOUT PAUL MCGREGOR
I have been a financial adviser for over 15 years, achieving Chartered status in 2017 and later becoming a Fellow of the Personal Finance Society. After serving as a Partner at Prudential Financial Planning for a decade, I went on to establish Pursuit Financial Planning.I am particularly passionate about helping clients clarify their goals and quickly identifying both opportunities and risks. As an advocate of cashflow modelling, I believe it is an essential tool for achieving long-term financial success.My client base primarily consists of individuals who are approaching or have reached the stage where creating and maintaining financial independence, along with building intergenerational wealth, is a priority. Effective tax planning plays a central role in achieving these objectives.To me, being a great adviser is about more than technical expertise—it’s about truly listening and connecting with what matters most to clients.Outside of work, I enjoy spending time with my family in the Lake District, exploring the outdoors. I’m also an avid reader, play bass guitar in a band, and volunteer with Skills for Life, helping young people develop employment skills.
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