The Key People at Grierson Dickens Limited are James Dickens, Jo Ranger, Greg Parker and Rachel Swann.

James Dickens is the principal adviser at Grierson Dickens Ltd and has been advising clients on Financial Planning for 18 years.

James graduated from Imperial College in 1989 and became a financial adviser.  Since then he has developed a long standing client base, and is now one of only a small number of advisers to have achieved both Certified and Chartered Financial Planner status. James’s primary responsibility is advising clients and managing Grierson Dickens Ltd relationships with other professional contacts.

Jo Ranger joined the company in 2002 with specific responsibility for business management and the development of the company’s client proposition.

Jo has been in the Financial Services industry since 1985, the majority of her career being spent with what is now the Zurich Group, latterly as Area Sales Director for London and the South East, and Sales Development Director. In addition Jo has recently completed a 20 month consultancy contract with a large US wealth management company developing their US proposition for the UK market.

Greg Parker graduated from Southampton University in 2004 and joined IFG Group as an investment specialist.  Greg joined Grierson Dickens Ltd in 2007 in a technical support role and has since gained significant experience in advising clients.  Greg currently holds the Diploma in Financial Planning and is working towards achieving Chartered Financial Planner status.

 

Rachel Swann joined us in September 2008. Rachel heads up the day to day business management and particularly our migration to a new financial planning and client management system.