Gregory Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
James Gregory FPFS - Chartered Financial Planner & Partner
Throughout my working life, I have constantly strived to excel within my chosen profession. At 16, I joined the Royal Marines where I served on numerous operations and had a very successful and distinguished career.
I am eager to be part of a modern, forward thinking Wealth Management Practice that genuinely has the clients at the heart of its service. Consequently, I have always been keen to build on my qualifications to enhance the knowledge of myself as an Adviser and the company as a whole. I am very proud to have recently been awarded my Chartered Financial Planner status, having studied hard for the past couple of years and having dedicated a lot of time to the preparation for these exams. This is the profession’s gold standard for financial planners and bestows confidence in my clients that they are supported by one of the UK’s leading wealth management practitioners, wholly committed to providing them with the best possible advice, service and guidance. I am delighted to have achieved this level of qualification.
As a Partner in Gregory Wealth Management, I enjoy playing a key role in ensuring there is always a wide range of advice available to our clients. I believe that this is a major asset to our business. Providing a sound succession planning strategy will mean the company is able to continue providing advice long into the future.
Outside of the Practice, I enjoy many sports, particularly running to keep fit, and golf, which I compete in on a very amateur basis. I also enjoy time with my wife and with my three young children, Jack, Molly and Harry, who are naturally a constant source of fun and pride.
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.