Greg Alder is a Wealth Manager at Frizzell Wealth Management, bringing a unique perspective gained from both sides of the business world. Having spent 14 years in banking, latterly with HSBC, before managing his family’s business, Greg understands first-hand the opportunities, challenges and financial decisions faced by business owners, shareholders and entrepreneurs. This combination of corporate banking expertise and real-world business leadership experience enables him to provide practical, commercially focused financial advice.

Greg believes that exceptional financial planning begins with a deep understanding of both a client's business and personal ambitions. Known for his approachable and straightforward style, he helps clients navigate complex financial decisions with confidence, ensuring that their business interests, family objectives and long-term wealth goals remain aligned.

Specialising in business owners, shareholders and professionals, Greg works closely with clients throughout Oxfordshire, the Thames Valley and the Home Counties, including:

SMEs and Owner-Managed Businesses: Helping business owners align business growth, profit extraction and personal wealth objectives.

Multi-Shareholder Businesses and Partnerships: Advising on shareholder agreements, cross-option arrangements and business continuity planning to protect owners and their businesses.

Business Protection and Succession Planning: Designing strategies that help safeguard families and businesses against unforeseen events, support ownership transitions and facilitate successful succession planning.

Retirement and Investment Planning: Creating bespoke investment and retirement strategies to help clients build, protect and enjoy long-term wealth.

Family Businesses: Drawing on his own experience within a family-run business to help clients balance family dynamics, business continuity and generational planning.

Drawing on his extensive banking background and experience managing a family business, Greg offers a rare understanding of both perspectives. His goal is to provide the clarity, strategic guidance and financial confidence that help business owners, shareholders and families protect what they have built and plan successfully for the future.