Financial planner joins Bond Dickinson’s Bristol office as senior wealth adviser

February 25, 2015

National law firm Bond Dickinson has appointed Greg Moss as a senior wealth adviser based in its Bristol office.

Greg, a chartered financial planner and Fellow of the Personal Finance Society, joins Bond Dickinson Wealth Limited from Bristol firm Paradigm Norton Financial Planning.

He will provide financial planning and investment advice to Bond Dickinson’s private wealth clients. He has expertise in financial planning with particular focus on retirement planning, family succession planning and investment management.

Bond Dickinson said the appointment reaffirmed its commitment to providing its private wealth clients with a comprehensive and integrated service.

The Bond Dickinson Wealth’s independent, fee-based advice is authorised and regulated by the Financial Conduct Authority (FCA) and complements the work undertaken by the firm’s legal teams.

In his previous positions, Greg has played a pivotal role in the successful joint venture between a regional law firm and a socially-responsible investment SBU (Strategic Business Unit) and spearheaded a business expansion into Wales.

Bond Dickinson partner David Dale said: “We are delighted to have recruited a senior wealth adviser of Greg’s calibre into our wealth management team. His experience in financial planning across various areas will prove an invaluable asset to our current and future clients.”

Greg Moss added: “I look forward to working alongside industry leading experts in the sector. This year will see big changes to personal finance, most notably to pensions, with many exciting opportunities and challenges to be explored.”

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