Greg Tait

Our people

Assistant Director – Financial Planner

“It’s never just about the money or the financial product. There is always an underlying emotional driver and I want to understand what that is first. If you can do that then you can build a plan to meet a client’s needs and circumstances.”

Greg joined the RBC Brewin Dolphin Cardiff office in 2018. He helps private clients and families plan for their financial goals. He is proud of his ability to engage with clients and allow them to fully express what they want out of life and their financial needs. His specialisms include cashflow forecasting and family law, including advising and helping solicitors to manage tricky financial issues such as divorce.

Greg began his financial services career in 2011, working as an Independent Financial Planner and Business Development Manager at Chase de Vere & BMA Services. He moved to Towry in 2016 as a Financial Planner and Wealth Manager before joining RBC Brewin Dolphin. He is currently studying for a Chartered Financial Planner qualification.

Greg co-leads the office’s development of Strategic Partnerships, working with professional connections across Wales. He also shares his expertise on a regular podcast for Legal News Wales covering the importance of personal finances and benefits of financial planning.

Contact Greg Tait