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The Team

Find out about our professional and experienced team - who they are, how they can help you and how you can contact them.

Greg Heath

Managing Director

Greg has been an Independent Financial Adviser since 1990 and holds advanced qualifications in Equity Release, Long Term care, Pensions, Investment Planning, Taxation and Trusts.

During his career 30+ years as a financial services professional Greg has worked for some of the largest and most successful Bank, Building Societies and Insurance groups in the UK.  His distinguished career led him to start his own IFA business in 2003 which he built into a successful business which was subsequently acquired by a national network company in 2019.

Greg now manages the running of Bishops Financial Planning Ltd and is a director of the company.

Greg is keen on medieval history and European architecture.  He is also a keen motorcyclist and runner having completed the great north run numerous times.  When he is not travelling or running, he spends time with his wife Susan, three grown up children and three grandchildren.

Craig Carlton

Senior Administrator

Craig has worked in financial service for over 8 years working for a well know Insurance group helping people with their retirement options and then more latterly working with local Independent Financial Advisers as an administrator.  He is a keen rugby fan, loves the outdoors especially rock climbing.  He has also served in the British Armed Forces with the Duke of Lancaster’s Regiment.

Craig lives in Lancashire and is married with one son.

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