Our Team

Greg has been advising clients since 2008 and has since built a vast amount of industry experience. Wanting to offer his clients an unparalleled level of service he set up Probert Financial Ltd in 2020.

He is passionate about his industry and uses his extensive knowledge to help his clients achieve their goals and build on their wealth, guiding them through complex areas of financial planning and the ever-changing legislative landscape.

Being a very detailed adviser, Greg ensures that every area of a client’s financial framework is addressed and enhanced to maximise their wealth and provide peace of mind.

Greg is a keen supporter of Exeter Chiefs and loves the outdoors, be it cycling around the Devon countryside or climbing mountains in the Lake District with his wife, sons and dogs.

Sarah has a wealth of business and customer service experience from many years working alongside the NHS and in wealth management firms. She has excellent organisational and planning skills with a welcoming and helpful personality.

In her spare time, she loves playing the cello and exploring beautiful Devon, from beaches to moors, with the family and the dogs.

With over 10 years of experience in the financial services industry, Luke understands what his clients want when it comes to financial advice and planning.  

Luke worked with Greg in a previous role and knew straight away he wanted to work with Probert Financial since he shared the same values and emphasis on putting the client at the centre of everything he does.

With a passion for helping people reach financial independence, he genuinely takes an interest in your goals and achievements and helps you accomplish the best lifestyle possible with the resources available.

Based just outside of Bath, Luke has a wife and two young daughters who enjoy nothing more than exploring local heritage sites and spending time by the coast having close family connections to South Devon.