Gregory Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
James began his career in financial services in 2008 following a Masters in Applied Research & Consultancy at Lancaster University. Initially a Mortgage & Insurance Adviser for a variety of networks, and then an insurance adviser in his own right.
In his quest to provide true, holistic financial advice, James achieved his Diploma in Regulated Financial Advice in March 2018 and joined Gregory Wealth Management in June 2018.
Outside of the Practice, James enjoys playing football, scuba diving and is learning Czech.
Your home may be repossessed if you do not keep up repayments on your mortgage.
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.