Gregory Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
Paul has recently joined Gregory Wealth Management (June 2020) having successfully completed the Foundation Stage of the St. James’s Place Academy, and is looking to achieve his Diploma in Regulated Financial Advice later this year.
He joins us having enjoyed a successful career over the last 20 years enabling growth and driving change largely in an IT Services environment, where Customer service and satisfaction is paramount. These are principles that we as a firm believe in, and are the pillars of the commitment we make to our customers, as does Paul, and these were key considerations in him making the decision to retrain as a Financial Adviser. In Paul's own words…
“My ethos is to help people make informed and sound financial decisions aligned to achieving their financial goals and enabling them to plan towards their aims and aspirations in life. Financial advice is relevant to everyone. Creating strong relations with clients where they trust you and allow you to be part of their "inner circle" are key pillars of my service level commitment, and when coupled with the family values of myself and Gregory Wealth Management, are what I and our business stands for.”
Gregory Wealth Management are a modern, forward thinking Wealth Management Practice that genuinely has its clients at the heart of its service. Paul’s determination, passion for helping people and the skills and experience he brings with him are a welcome addition to our family.
Outside of the Practice, Paul enjoys keeping fit, playing golf (badly he says), football and socialising with friends. More importantly, Paul enjoys nothing more than spending time with his family, his Partner Jo and their children.
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.