Company Profile

Gregory Adam Financial Management Limited is a Company of independent financial advisers, originally established in 1986 as a Partnership, and amended to a Limited Company in 2008. We strive to offer professionalism, quality and expertise to all our clients. We have previously acquired the client book of North Bristol IFA, Wynchgate Financial Services.

The Company prides itself on the quality of service provided to its clients and it has experienced and well qualified staff. Indeed, the Company has no fewer than 4 members of staff with the highly sought after G60 (Pensions) qualification of the Chartered Insurance Institute, which provides a benchmark for the knowledge within the firm. The current authorised and fully qualified advisers are:

Tim Strawbridge - Director

Tim joined the financial services industry in 1982 with Sun Life Assurance. He furthered his career and experience with roles at Clerical Medical and Guardian Royal Exchange.

Tim became a Partner of Gregory Adam Financial Management in 1991, and became the Senior Partner in 2003. He is now a Director of the new Limited Company.

He offers a wide range of advice and in recent times has specialised in the high net worth market, with many Medical practitioners being current clients. Tim is also a holder of the coveted G60 pensions technical examination paper.

Mark Ireland - Director

Mark joined Gregory Adam following the purchase of the Wynchgate client bank, having been a Director of that firm. His industry experience spans two decades. He has extensive knowledge in both the personal and corporate markets.

He is fully qualified in the industry having obtained the Associateship of the Chartered Insurance Industry. He also holds the Diploma of the Personal Finance Society.

Mark is now a Director of the new Limited Company.

Philip Shrimpton - Director

Philip started his industry career in the 1980’s with Refuge Assurance and has seen a varied life since then with leading insurance companies and brokers before joining Gregory Adam.

He is fully qualified and specialises in corporate finance, as well as trust and tax matters.

Philip is now a Director of the new Limited Company.