Aleena Greville

Compliance Consultant

As a large, and expanding, firm of independent financial advisers, we take the role of compliance very seriously to ensure not only that we meet the standards set by our regulator, the Financial Services Authority, but also that we strive to treat our customers fairly and equally. We are one of the few firms of financial advisers who retain a compliance consultant within our own offices and this further enhances our commitment to working to the highest professional standards.

Aleena demonstrates a strong technical understanding and has sufficient relevant experience in our industry to understand the importance of her role.

She joined the financial services industry in 1989, having worked for one of Europe’s largest life and pension providers before looking to focus her role in the independent sector.

Aleena made the move to the independent sector in 1994 and is instrumental in promoting and ensuring we comply with our commitment to raising professional standards. She personally holds specialist qualifications for investment, taxation and trust planning and although qualified to be a financial adviser herself, she prefers to work in a compliance role where she can support, develop and encourage others.