Gregg Bartram

Gregg Bartram Email and Phone Number

Founder and MD at Alexander Calder FInancial Ltd @ Alexander Calder Financial Ltd
Gregg Bartram's Location
Worksop, England, United Kingdom, United Kingdom
Gregg Bartram's Contact Details

Gregg Bartram work email

Gregg Bartram personal email

n/a
About Gregg Bartram

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.

Gregg Bartram's Current Company Details
Alexander Calder Financial Ltd

Alexander Calder Financial Ltd

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Founder and MD at Alexander Calder FInancial Ltd
Employees:
12
Gregg Bartram Work Experience Details
  • Milverdex Properties Limited
    Managing Director
    Milverdex Properties Limited Aug 2024 - Present
    North Notts
    Property management company mainly focused in the residential market looking to continue with recent expansion
  • Allure Financial Limited
    Managing Director
    Allure Financial Limited Jul 2024 - Present
    Worksop
    We are looking to acquire quality mortgage advice businesses
  • Alexander Calder Financial Ltd
    Managing Director & Senior Financial Planner
    Alexander Calder Financial Ltd Jun 2001 - Present
    Senior Financial Planner
  • Acf Mortgages Ltd, T/A The Mortgage Shop
    Managing Director
    Acf Mortgages Ltd, T/A The Mortgage Shop May 2016 - Present
    Worksop
    A new venture expanding the mortgage side of things into an independent business
  • Milverdex Limited
    Managing Director
    Milverdex Limited Jun 2016 - Present
    Worksop
  • Lanchester Gardens Rtm
    Director
    Lanchester Gardens Rtm Apr 2015 - Present
    Worksop
  • A C R Asset Management Ltd
    Managing Director
    A C R Asset Management Ltd Mar 2002 - Aug 2024
    Commercial property management
  • Trailblazer Tracking Limited
    Chairman
    Trailblazer Tracking Limited Jan 2018 - Oct 2023
    Worksop
    This 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!
  • North Notts Bid
    Vice Chairman
    North Notts Bid Nov 2019 - Nov 2021
    A 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".
  • Ic Financial Ltd
    Director
    Ic Financial Ltd Aug 2009 - May 2020
    Senior Financial Planner working specifically with trustees
  • Uk Professional Will Registry Ltd
    Director
    Uk Professional Will Registry Ltd 2008 - May 2020
    Worksop
  • Aps Legal And Associates Ltd
    Non-Executive Director
    Aps Legal And Associates Ltd Mar 2007 - Mar 2014
    Consultant role with strategic and risk management expertise
  • Simply Legal And Associates Ltd
    Non-Executive Director
    Simply Legal And Associates Ltd Mar 2009 - Oct 2011
  • Sun Life Financial Of Canada
    Business Centre Manager - North West
    Sun Life Financial Of Canada Mar 1988 - Mar 2001
    Business development management, commercial business role, team management

Gregg Bartram Skills

Inheritance Tax Planning Pensions Financial Advisory Wealth Investments Trusts Wealth Management Financial Planning Critical Illness Protection Strategic Financial Planning Retirement Planning Business Planning New Business Development Investment Advisory Account Management Financial Services Management Income Protection Savings Coaching Business Strategy Strategy Fixed Annuities Investment Strategies Retirement Estate Planning Portfolio Management

Gregg Bartram Education Details

  • Valley Comprehensive, Worksop
    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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