Steven Mcgregor

Steven Mcgregor Email and Phone Number

Business Development Director at Tavistock Asset Management @ Tavistock Asset Management
Steven Mcgregor's Location
Greater Reading Area, United Kingdom
Steven Mcgregor's Contact Details

Steven Mcgregor work email

Steven Mcgregor personal email

n/a
About Steven Mcgregor

Responsible for business development for Tavistock Asset Management.Over 20 years’ experience in financial services, spending more than a decade at Barclays Wealth managing private client portfolios for individuals through to Charities and Trusts. Spent 7 years at PB Financial Planning Ltd (PBFP) as Investment Director responsible for PBFP’s Discretionary Model Portfolio Service and assets worth £170m. Joined Tavistock in 2016 when Tavistock Investments Plc acquired PBFP.I hold an MA in International Political Economy from the University of Leeds, as well as Chartered Wealth Manager status with the CISI where I am also a Chartered Fellow.

Steven Mcgregor's Current Company Details
Tavistock Asset Management

Tavistock Asset Management

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Business Development Director at Tavistock Asset Management
Steven Mcgregor Work Experience Details
  • Tavistock Asset Management
    Business Development Director
    Tavistock Asset Management Aug 2021 - Present
    Ascot, England, United Kingdom
  • Tavistock Investments Plc
    Business Development Director
    Tavistock Investments Plc Sep 2020 - Sep 2021
    Bracknell, England, United Kingdom
  • Tavistock Investments Plc
    Head Of Adviser Support
    Tavistock Investments Plc Apr 2019 - Sep 2020
    Bracknell
  • Tavistock Investments Plc
    Investment Consultant
    Tavistock Investments Plc Dec 2016 - Sep 2020
    Cambridge, United Kingdom
  • Price Bailey
    Investment Director
    Price Bailey Jun 2010 - Apr 2017
    Cambridge, United Kingdom
  • Barclays Wealth Management
    Investment Manager
    Barclays Wealth Management Oct 1999 - Jun 2010
    Peterborough, Glasgow, Canary Wharf
    Responsible for the management of Private Client portfolios ranging from individuals through to Charities and Trusts. Over the years I had the pleasure of many long standing client relationships, as well as performing portfolio management, supervisory, managerial, and project work duties.

Steven Mcgregor Skills

Investments Portfolio Management Financial Services Wealth Management Asset Management Strategic Financial Planning Wealth Pensions Management Financial Risk Investment Management Financial Advisory Crm Investment Advisory Wealth Management Services Equities Finance Financial Planning Relationship Management Business Relationship Management

Steven Mcgregor Education Details

Frequently Asked Questions about Steven Mcgregor

What company does Steven Mcgregor work for?

Steven Mcgregor works for Tavistock Asset Management

What is Steven Mcgregor's role at the current company?

Steven Mcgregor's current role is Business Development Director at Tavistock Asset Management.

What is Steven Mcgregor's email address?

Steven Mcgregor's email address is st****@****y.co.uk

What schools did Steven Mcgregor attend?

Steven Mcgregor attended University Of Leeds, The University Of Huddersfield, Godalming College, Rodborough Secondary.

What skills is Steven Mcgregor known for?

Steven Mcgregor has skills like Investments, Portfolio Management, Financial Services, Wealth Management, Asset Management, Strategic Financial Planning, Wealth, Pensions, Management, Financial Risk, Investment Management, Financial Advisory.

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