Meet The Team

Issac Aveyard Greaves

Issac has a wealth of experience in Education and this was a significant advantage when he made the decision to move into Financial Services. He believes that the role of an Ocreas adviser is to educate our clients and to put them in an informed position. Thus, allowing them to understand how to move forwards in their decision making albeit for mortgages or financial protection. Having the ability to explain sometimes difficult concepts really helps to put our clients at ease, along with having the specialist knowledge to fulfil this obligation.

 

Issac's area of expertise is working with families and business owners, from sole traders and company directors to ensure they have adequate financial protection in place.

Industry

Specialist Role in the Business - Managing Director and Mentor

Current Specialism in Financial Advice - Mortgages and Financial Protection

Future Specialism in Financial Advice - Wealth Management

Previous Experience - Education Management

Tea/Coffee Making Ability - 90

Problem Solving Ability - 100

Client Management - 100

Education - MA Educational Research, MA European Politics, Post Graduate Certificate in Education, BA(hons) French and European Studies

Industry Qualifications - CeMAP and CertPFS

Languages Spoken - English, French and Spanish

Personal

Sports Team - National Olympic Team
Food - Mexican
Drink - Sparkling Wine
Film - Bourne Franchise
TV - The Walking Dead
Book - His Dark Materials – Phillip Pullman
Holiday Destination - Asia
Specialist Knowledge - Pedagogy and Androgogy

Spiritual Animals

(Daemon – the external physical manifestation of a person’s inner self that takes the form of an animal). Mine would be a beaver/bear?

Speed/100 - 70
Mobility - 85
Durability - 80
Strength - 87
Flying - 10.45
Healing - 95

Reflexes - 92
Intelligence - 100
Cuteness - 100

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Call: 01642 432 606

Email:

Address:

Castlegate Business Centre 
Stockton-on-Tees
TS18 1BG

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