Meghan Greig

Financial Planning Administrator

Meghan’s career in wealth management commenced in November 2021 when she joined Spry Financial Planning in Durban, South Africa as a financial planning administrator. Prior to uncovering her passion for wealth management, she had relocated to Bournemouth in 2016, where she completed a degree in Primary Education Studies through The Open University. Due to the effects of the Covid pandemic, Meghan returned to South Africa and felt it was the opportune moment to, once again, make her way back to England in September 2023.

As an administrator, Meghan is meticulous and client-focused, she finds satisfaction in liaising with clients and addressing ongoing servicing requests promptly. Eager to elevate her proficiency, she intends to enhance her knowledge and skills by undertaking financial planning exams in the near future. Cavendish Brooke welcomed Meghan to our team in November 2023 and we look forward to supporting her as she progresses in her career as an administrator. 

Outside the world of numbers Meghan thrives on road trips, exploring new areas and indulging in medical related TV series.  Her wanderlust-driven goal is to explore as many countries as possible with her husband, embracing diverse cultures and cuisines along the way.

 

Contact:
020 3750 9698
Email Meghan