Gregory Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
I have been providing advice to clients for over thirty years and have worked both for and with some of the largest financial institutions in the UK. I currently handle the financial affairs of a wide range of clients, most of whom have been advised by me for many years.
Over the years I have met and helped many people from a variety of different backgrounds and have been privileged to be able to provide advice and guidance on their financial affairs. I am very lucky to have a job that I enjoy and which is so rewarding.
I continue to enjoy the challenge of helping clients make the most of their money, increasing their current standard of living by good, efficient use of their assets while planning and providing for a healthy financial future.
I am also fortunate that my eldest son has decided to make this his career and this will now ensure that a new generation of clients will be dealt with by James.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Gregory Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC375661. Registered Office: 1 Copperhouse Court, Caldecotte, Milton Keynes, MK7 8NL, England. View the Members of Gregory Wealth Management LLP.