Gregg Bartram Email and Phone Number
Gregg Bartram work email
- Valid
Gregg Bartram personal email
Having started in financial services as an adviser in March 1988 I chose to move into management mid-90's going through the ranks of Sales Manager, Branch Manager, Area Manager, culminating in Business Centre Manager for the North West with 100+ advisers over 5 branches. This was all done under the umbrella of Sun Life Financial of Canada and when they withdrew from the UK market in 2001 I formed Alexander Calder Financial with a business partner. The business grew to over 20 advisers by 2010 when we chose to focus back on one office and a quality of life. We now have 6 advisers who 'self-manage' and deliver quality client service with the help of 7 staff. I enjoy every day at work by focusing on client activity and do over 500 1-2-1 pension review meetings each year with group pension clients. I have held non-executive director roles in other businesses helping grow one from a one man band to over 400 associates UK wide which was then sold to a Plc. I currently hold 7 directorships offering support to a variety of businesses but nothing takes a greater priority than my financial services clients. One of my proudest achievements is organising charity golf events that have raised over £75,000 for local childrens charities and included taking 80+ people over to Spain for 5 days to the famous La Manga resort.As a firm we work with a select number of bespoke investment managers giving our clients access to specialist support, where appropriate, and we continue to develop and evolve our service and proposition to meet the ever changing needs of our clients.
Alexander Calder Financial Ltd
View- Website:
- autismbehaviorassociates.com
- Employees:
- 12
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Managing DirectorMilverdex Properties Limited Aug 2024 - PresentNorth NottsProperty management company mainly focused in the residential market looking to continue with recent expansion
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Managing DirectorAllure Financial Limited Jul 2024 - PresentWorksopWe are looking to acquire quality mortgage advice businesses
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Managing Director & Senior Financial PlannerAlexander Calder Financial Ltd Jun 2001 - PresentSenior Financial Planner -
Managing DirectorAcf Mortgages Ltd, T/A The Mortgage Shop May 2016 - PresentWorksopA new venture expanding the mortgage side of things into an independent business
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Managing DirectorMilverdex Limited Jun 2016 - PresentWorksop
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DirectorLanchester Gardens Rtm Apr 2015 - PresentWorksop
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Managing DirectorA C R Asset Management Ltd Mar 2002 - Aug 2024Commercial property management
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ChairmanTrailblazer Tracking Limited Jan 2018 - Oct 2023WorksopThis client contact software easily used on your phone, is proving to be a major hit with advisers and firms using it. Client service scheduling made easy!
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Vice ChairmanNorth Notts Bid Nov 2019 - Nov 2021A wonderful business working incredibly hard to deliver positive outcomes in the North Notts region. It has been a pleasure working with such talented and committed people but unfortunately time is a limited commodity and demands of the 'day job' have recently grown significantly (and positively), so "something has to give". -
DirectorIc Financial Ltd Aug 2009 - May 2020Senior Financial Planner working specifically with trustees
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DirectorUk Professional Will Registry Ltd 2008 - May 2020Worksop
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Non-Executive DirectorAps Legal And Associates Ltd Mar 2007 - Mar 2014Consultant role with strategic and risk management expertise
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Non-Executive DirectorSimply Legal And Associates Ltd Mar 2009 - Oct 2011
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Business Centre Manager - North WestSun Life Financial Of Canada Mar 1988 - Mar 2001Business development management, commercial business role, team management
Gregg Bartram Skills
Gregg Bartram Education Details
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Valley Comprehensive, Worksop
Frequently Asked Questions about Gregg Bartram
What company does Gregg Bartram work for?
Gregg Bartram works for Alexander Calder Financial Ltd
What is Gregg Bartram's role at the current company?
Gregg Bartram's current role is Founder and MD at Alexander Calder FInancial Ltd.
What is Gregg Bartram's email address?
Gregg Bartram's email address is gr****@****r.co.uk
What schools did Gregg Bartram attend?
Gregg Bartram attended Valley Comprehensive, Worksop.
What skills is Gregg Bartram known for?
Gregg Bartram has skills like Inheritance Tax Planning, Pensions, Financial Advisory, Wealth, Investments, Trusts, Wealth Management, Financial Planning, Critical Illness, Protection, Strategic Financial Planning, Retirement Planning.
Who are Gregg Bartram's colleagues?
Gregg Bartram's colleagues are Neil Mills.
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