About Us

PROFIT WITH PRINCIPLE IS A SMALL, FAMILY RUN, FINANCIAL ADVICE BUSINESS, BASED IN NEW LONGTON, NEAR PRESTON, AND WE HAVE SPECIALISED IN ETHICAL, RESPONSIBLE AND SUSTAINABLE INVESTMENT AND PENSIONS FOR OVER 20 YEARS.

Combining ‘Profit’ with ‘Principles’ is both the name and the aim of our business.

The majority of our clients require a service where they are concerned to know something of how and where their money is being invested, as well as the financial return that might be achieved.

Greg McCrave is Profit With Principle’s financial advisor and receives assistance from a knowledgeable and experienced support team.

He has provided advice to around 1000 clients over the last 20 years, many of whom have continued to value his ongoing services.

As a small business Profit With Principle believes it is important to instil confidence in our clients that we can offer a robust and full service whatever the circumstances. We are appointed representatives of a large network of financial advisors known as the 2plan Wealth Management network. 2plan Wealth Management assists in providing compliance and audit services, as well as being able to refer clients with specialist needs to appropriately qualified advisers.

Meet our Team

  • Greg McCrave

    Financial Adviser

    You will be dealing directly with me for all aspects of your advice needs. I have been recognised for my specialism in Ethical and Environmental, Social and Governance (ESG) investment. I was awarded the Ethical Investment Planner of the Year award through Financial Times Money Management in 2010, and more recently, the new CFA Institute ‘Certificate in ESG investing' in 2021.

    Tel: 07527 065 030Email Me
  • Mark C

    Financial Services Administrator

    I joined Profit With Principle in November 2021 and have worked in financial services for 25 years. I have a broad knowledge of investments, pensions and mortgages.The move to join Profit With Principle was an easy decision, I liked the company ethos of investing ethically and socially responsibly. They have been investing in this area for many years, building foundations both now and for future generations.

    In my spare time I enjoy taking walks along the various beaches near the South Coast. I enjoy a good pizza and recently have ventured into purchasing a wood fired pizza oven, as a complete novice, it'll be interesting to see how they turn out.

    Tel: 07527 065 030Email Me
  • Dennis C

    Senior Financial Services Administrator

    I have worked at Profit With Principle since October 2013, following my retirement from the NHS. I am a Chartered Management Accountant and worked in the Financial Sector of the NHS for 42 years, the last twenty years of which I was the Accountant for Children’s Services at the Royal Manchester Children’s Hospital. 

    I am currently an active member of St Teresa’s Roman Catholic Church in Penwortham, and my other hobbies are walking and gardening and I enjoy most sports, mainly watching these days though. I am a fanatical Manchester United fan, whom I have supported for nearly 60 years. 

    Tel: 07527 065 030Email Me
  • Rose McCrave

    Company Secretary

    I have worked alongside Greg, involved in the planning, administration and staffing of the business since Profit With Principle started over 20 years ago. I am a qualified life coach and believe passionately that people always come before profit. Outside work, I enjoy to facilitate several Christian women’s groups, and lead retreats.

    Tel: 07527 065 030Email Me
  • Jill H

    I joined Profit With Principle in January 2023.
    I previously worked in the Travel Industry for 14 years before qualifying as a primary school teacher in 1994. I took early retirement from teaching in 2016 and worked on a part time basis in the retail division of The British Heart Foundation and Cancer Research UK.
    In my spare time I enjoy breaks away in our caravan. My hobbies include gardening and growing my own veg and I am an avid Genealogist and have enjoyed researching my family tree.
    I have known Greg and Rose for many years and it is a privilege to be working with them at Profit With Principle.

    Tel: 07527 065 030Email Me
  • Dan B

    The Office Dog

    I joined the team three years ago as a trainee office dog, and enjoy my role in helping the rest of the staff at Profit With Principle to relax, and not take life too seriously! I enjoy balls, walking and greeting the Postie when he delivers the mail from all our wonderful clients.

    Email Me
  • Greg McCrave

    Financial Adviser

    You will be dealing directly with me for all aspects of your advice needs. I have been recognised for my specialism in Ethical and Environmental, Social and Governance (ESG) investment. I was awarded the Ethical Investment Planner of the Year award through Financial Times Money Management in 2010, and more recently, the new CFA Institute ‘Certificate in ESG investing' in 2021.

    Tel: 07527 065 030Email Me
  • Mark C

    Financial Services Administrator

    I joined Profit With Principle in November 2021 and have worked in financial services for 25 years. I have a broad knowledge of investments, pensions and mortgages.The move to join Profit With Principle was an easy decision, I liked the company ethos of investing ethically and socially responsibly. They have been investing in this area for many years, building foundations both now and for future generations.

    In my spare time I enjoy taking walks along the various beaches near the South Coast. I enjoy a good pizza and recently have ventured into purchasing a wood fired pizza oven, as a complete novice, it'll be interesting to see how they turn out.

    Tel: 07527 065 030Email Me
  • Dennis C

    Senior Financial Services Administrator

    I have worked at Profit With Principle since October 2013, following my retirement from the NHS. I am a Chartered Management Accountant and worked in the Financial Sector of the NHS for 42 years, the last twenty years of which I was the Accountant for Children’s Services at the Royal Manchester Children’s Hospital. 

    I am currently an active member of St Teresa’s Roman Catholic Church in Penwortham, and my other hobbies are walking and gardening and I enjoy most sports, mainly watching these days though. I am a fanatical Manchester United fan, whom I have supported for nearly 60 years. 

    Tel: 07527 065 030Email Me
  • Rose McCrave

    Company Secretary

    I have worked alongside Greg, involved in the planning, administration and staffing of the business since Profit With Principle started over 20 years ago. I am a qualified life coach and believe passionately that people always come before profit. Outside work, I enjoy to facilitate several Christian women’s groups, and lead retreats.

    Tel: 07527 065 030Email Me
  • Jill H

    I joined Profit With Principle in January 2023.
    I previously worked in the Travel Industry for 14 years before qualifying as a primary school teacher in 1994. I took early retirement from teaching in 2016 and worked on a part time basis in the retail division of The British Heart Foundation and Cancer Research UK.
    In my spare time I enjoy breaks away in our caravan. My hobbies include gardening and growing my own veg and I am an avid Genealogist and have enjoyed researching my family tree.
    I have known Greg and Rose for many years and it is a privilege to be working with them at Profit With Principle.

    Tel: 07527 065 030Email Me
  • Dan B

    The Office Dog

    I joined the team three years ago as a trainee office dog, and enjoy my role in helping the rest of the staff at Profit With Principle to relax, and not take life too seriously! I enjoy balls, walking and greeting the Postie when he delivers the mail from all our wonderful clients.

    Email Me

Call us today on

07527 065 030

or complete our short enquiry form
and we'll be pleased to help you.

Profit With Principle , 26 Sandringham Park Drive, New Longton, Preston, Lancashire, PR4 4ZS

Privacy Notice Personal Client Agreement Best Execution Policy Client Classification
Conflicts Of Interest Policy Your Guide To Making A Complaint Personal Client Agreement

 

Profit with Principle Ltd is an appointed representative of 2plan wealth management Ltd which is authorised and regulated by the Financial Conduct Authority. Profit with Principle Ltd is entered on the FCA register (www.FCA.org.uk) under no. 212778.

The information contained with this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.

Registered office: 26 Sandringham Park Drive, New Longton, Preston, Lancashire, England, PR4 4ZS. Registered in England and Wales Number: 04371720.