An Interview with Greg Heath of Pecunia Financial Planning
Can you give us details about what you do, what you specialise in and why people choose to use you?
I have been in the financial services business for over 30 years. Initially as an Independent Financial Adviser and more lately as a holistic financial planner. I specialise in helping people make plans for their retirement and generally understand their own finances better by creating long term financial plans and forecasts.
People tend to use us because we keep things simple. We don’t overly complicate and we don’t use complex jargon. We guide and educate our clients so they can move forward feeling confident in their plans.
Why did you first decide you wanted to create your own branded gifts?
It was all about creating a brand that people would identify with. A local trusted source of advice and information where a person would not feel intimidated to ask questions.
What is your objective when using branded gifts?
Raising Name and Service awareness
How successful have the gifts been for you, and do they fulfil your objectives?
Incredible popular. Especially the keyring trolley tokens and branded pens. I still see people with the keyrings 5 years later.
Have you any particular success stories or anecdotes relating to your business gifts?
No other than bad dad jokes 😊
What attracted you to BusinessGiftUK.com as a supplier?
Steve and Ann Ward with their openness and honesty when it came to our business and what works best.
Are you a return customer?
Yes and I have referred other business clients to them.
What makes BusinessGiftUK your repeat choice?
Local business, a member of the business community with an ethical business – long before ethical was the fashionable must have.
How do you see yourselves using more branded gift products in the future?
More pens and keyrings!
Visit the Pecunia Financial Planning website.