Our aim is to build and maintain long- term trusted client relationships. This is based on a very high level of personal service and face-to-face wealth management advice. We take pride in the fact that we have many long-standing clients who have benefited from this very personal approach to financial planning.
By taking this approach we are able to ensure that, despite the many changes in circumstances that inevitably take place throughout the years, any plans remain effective in the future no matter how your circumstances change.
Where appropriate, we work with other trusted professionals such as solicitors and accountants to ensure that we provide a fully comprehensive service.
We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
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For over 10 years Garry Gregory has been my financial adviser. He has always been patient, understanding and enabled me to make decisions with confidence. I have no hesitation in recommending him to others.
We have found Garry exceptional in his advice and very helpful in helping us to understand all that is involved in investing and particularly inheritance planning. He is backed up by an excellent team. I would recommend Gregory Wealth Management to anyone.
I have always valued the advice given to both myself and my husband regarding matters financial and thank both Garry and more recently, Fabrizio, for their time spent sorting us out! Long may this continue!
We have recommended Gregory Wealth Management to both friends and family, and once again, after 10 years with the company, my adviser Garry continues to reassure us both of the strength of investment.
We have always received excellent advice and guidance from Garry. His friendly approach puts us at ease. I would definitely recommend him to friends and family.
Garry has always been very helpful and has the patience to listen to his clients. Further, we met Dawn and she is very friendly and kind. Good luck to all the team.
Garry has always provided us with support and guidance to help us through times of change, helping to ease the uncertainty by knowing that we are financially secure for the future. I am happy to recommend him and his team to others.
Garry Gregory has been our adviser for 18 years and has always given us sound advice and explained succinctly the best options available to us. We would recommend his services to anyone.
Garry and his team have provided my family with invaluable advice for 15 years now. Always presented in a professional way but in a format that is open and transparent at all times. I would recommend his service and expertise to anyone.
We have had excellent advice and service for many years through Garry Gregory and his organisation.
It is always a pleasure doing business with Garry and his team. We know we can rely on their wide knowledge of investments, their understanding of our needs and their professionalism. We have already recommended them to friends and family, and will have no hesitation in continuing to do so.
I continue to be very happy with the ways Garry is managing my financial affairs. He continues to answer my questions with patience and clarity. I recently withdrew some of my capital and was really impressed with the efficient and speedy way the transaction was conducted.
Great advice, readily available, inspiring confidence for the future. We have now had an offer accepted on a canal boat and cannot wait to enjoy it! Not sure we’d have gone ahead without talking it through with Garry.
I have known Garry for a number of years, from when I retired at Dunstable Council. He helped me with my retirement and also with investments of money left to me on the death of my parents. He also continues to support me as I worry about the state of the world and my finances.
Although I am a brand new client of Garry’s, I have for several years witnessed his very professional skills in advising a good friend. I, therefore, have the greatest respect & confidence in him and his team.
You just make me feel safe and confident that you are doing the best for me and mine.
Garry, I just wanted to thank you for everything regarding my investment and to say how impressed I am with how smoothly everything went. Thomas has been fantastic and very helpful, and I can honestly say that everyone that I have had conversations with at the company has been lovely. I feel a great...
As a retired solicitor I thought I had a reasonable grasp of pensions and retirement planning. Garry is not only totally up to date, his experience gives him an insight into individual clients' requirements and objectives - knowledge and insight - an unbeatable combination allied to trustworthiness...
Garry has become a deeply valued friend over the past twenty years. His exceptional financial expertise and clarity of analysis and communication are only equalled by his human understanding, warmth and wisdom. He is someone who is always there to rely on and trust with one's confidential affairs ...
We would both like to thank you Garry for the kindness, support and helpful advice given to us in all aspects of planning for our financial future and that of our children and grandchildren. However many times we ask the same questions they are always answered with efficiency, great patience, reass...
Garry has been my financial adviser for some years now and as a result of his professional expertise and knowledge has ensured my financial position meets all my needs and is very sound. He has always shown a personal interest and is sympathetic and understanding and able to give wide ranging advic...
Having dealt with Garry for a number of years, we have found him to be professional and extremely helpful. His advice has always been clear to understand and has been tailored to our circumstances, despite a number of personal changes. We regard him as a friend, as well as a professional adviser.
I have found the company to be most helpful and understanding in giving me sound advice on all my financial matters. Their support and presentation is exceptionally good and I would have no hesitation in recommending them to my personal friends.
We have known Garry for a few years now and have always found him to be very helpful. The advice he has given us regarding our financial situation has been second to none. We would have no hesitation in recommending him to anyone. It is always a pleasure to meet him.
Garry Gregory has been looking after our investments for the past fifteen years and has always provided sound financial advice. We would be happy to recommend his services. He has always answered all our questions in an easy-to-understand way and our contact with him and his back up staff has alwa...
Garry has always given us sound investment advice in all the years we have known him. Nothing is too much trouble for him and he was always there when we needed advice with our financial planning. We have found Garry to be co-operative, professional and friendly in all our meetings at our home and...
We have been advised by Garry long before he set up Gregory Wealth Management and he has kept us up to date with the many changes in financial matters. His advice has always been to our benefit and long may it continue.
Garry and his staff have been looking after our financial affairs for the last twenty years and we have always been very satisfied with the way our investments have been handled. We have seen Garry so many times over the years that we regard him as a personal friend. We have also got to know severa...
We have known Garry Gregory for about 20 years. During this time our contact has always been at our home. His advice is well explained and easily understood, and moreover, always suited to our individual needs. This service proved invaluable when leading up to and in retirement. Such advice has ...
I have known Garry since the nineties. Everything I have asked has been managed well and in a very professional way. I have recommended him to many of my friends and now my family have also approached him.
Garry's support has always been exceptional, especially during the dark days of my illness when I needed trustworthy advice. I would not hesitate in recommending Garry to family and friends.
We have been dealing with Garry for at least 10 years and cannot better the service a testimonial as written allows. We would not ever consider going anywhere else. A wonderful and caring person to deal with.
Thanks to Garry I'm free from all the bother and worry of sorting out financial stuff!
Since being introduced by our neighbour to Garry in 2011, we have found him to be very helpful in dealing with our financial affairs. He took the time to get to know us by providing clear guidance on the way to proceed in a professional and friendly manner. We would have no hesitation in recommend...
We first had an invitation from Garry in 2002 to attend a presentation regarding personal finance. After listening to Garry, we realised that we were in the hands of experts who "knew their onions" - the benefits of different investments and, equally important, their potential shortcomings. It was...
My family has been well served by him for over twenty years. Initially for my headmaster brother-in-law and now for myself and nephew. We are benefiting from his expertise, help and advice given in a professional and friendly way.
One of my husband's hobbies was financial planning and investments, so when he died suddenly in 2010 I had very little knowledge or experience of such matters. I found Garry Gregory very helpful and supportive; he was able to give me advice and explanations in very straightforward terms which I cou...
We have had the good fortune of Garry Gregory dealing with our finances since I retired 24 years ago. The advice and care he has given over the years has allowed us to live comfortably with no concerns. He and his staff are friendly and always available for advice.
Garry Gregory has looked after our financial affairs for the past 20 years and we hope he continues to do so for many more years. He regularly adjusts our portfolio as necessary to achieve best results for us. His friendly nature and professionalism is such that we can always rely on his advice and ...
For over 10 years Garry Gregory has been my financial adviser. He has always been patient, understanding and enabled me to make decisions with confidence. I have no hesitation in recommending him to others.
We have found Garry exceptional in his advice and very helpful in helping us to understand all that is involved in investing and particularly inheritance planning. He is backed up by an excellent team. I would recommend Gregory Wealth Management to anyone.
I have always valued the advice given to both myself and my husband regarding matters financial and thank both Garry and more recently, Fabrizio, for their time spent sorting us out! Long may this continue!
We have recommended Gregory Wealth Management to both friends and family, and once again, after 10 years with the company, my adviser Garry continues to reassure us both of the strength of investment.
We have always received excellent advice and guidance from Garry. His friendly approach puts us at ease. I would definitely recommend him to friends and family.
Garry has always been very helpful and has the patience to listen to his clients. Further, we met Dawn and she is very friendly and kind. Good luck to all the team.
Garry has always provided us with support and guidance to help us through times of change, helping to ease the uncertainty by knowing that we are financially secure for the future. I am happy to recommend him and his team to others.
Garry Gregory has been our adviser for 18 years and has always given us sound advice and explained succinctly the best options available to us. We would recommend his services to anyone.
Garry and his team have provided my family with invaluable advice for 15 years now. Always presented in a professional way but in a format that is open and transparent at all times. I would recommend his service and expertise to anyone.
We have had excellent advice and service for many years through Garry Gregory and his organisation.
It is always a pleasure doing business with Garry and his team. We know we can rely on their wide knowledge of investments, their understanding of our needs and their professionalism. We have already recommended them to friends and family, and will have no hesitation in continuing to do so.
I continue to be very happy with the ways Garry is managing my financial affairs. He continues to answer my questions with patience and clarity. I recently withdrew some of my capital and was really impressed with the efficient and speedy way the transaction was conducted.
Great advice, readily available, inspiring confidence for the future. We have now had an offer accepted on a canal boat and cannot wait to enjoy it! Not sure we’d have gone ahead without talking it through with Garry.
I have known Garry for a number of years, from when I retired at Dunstable Council. He helped me with my retirement and also with investments of money left to me on the death of my parents. He also continues to support me as I worry about the state of the world and my finances.
Although I am a brand new client of Garry’s, I have for several years witnessed his very professional skills in advising a good friend. I, therefore, have the greatest respect & confidence in him and his team.
You just make me feel safe and confident that you are doing the best for me and mine.
Garry, I just wanted to thank you for everything regarding my investment and to say how impressed I am with how smoothly everything went. Thomas has been fantastic and very helpful, and I can honestly say that everyone that I have had conversations with at the company has been lovely. I feel a great...
As a retired solicitor I thought I had a reasonable grasp of pensions and retirement planning. Garry is not only totally up to date, his experience gives him an insight into individual clients' requirements and objectives - knowledge and insight - an unbeatable combination allied to trustworthiness...
Garry has become a deeply valued friend over the past twenty years. His exceptional financial expertise and clarity of analysis and communication are only equalled by his human understanding, warmth and wisdom. He is someone who is always there to rely on and trust with one's confidential affairs ...
We would both like to thank you Garry for the kindness, support and helpful advice given to us in all aspects of planning for our financial future and that of our children and grandchildren. However many times we ask the same questions they are always answered with efficiency, great patience, reass...
Garry has been my financial adviser for some years now and as a result of his professional expertise and knowledge has ensured my financial position meets all my needs and is very sound. He has always shown a personal interest and is sympathetic and understanding and able to give wide ranging advic...
Having dealt with Garry for a number of years, we have found him to be professional and extremely helpful. His advice has always been clear to understand and has been tailored to our circumstances, despite a number of personal changes. We regard him as a friend, as well as a professional adviser.
I have found the company to be most helpful and understanding in giving me sound advice on all my financial matters. Their support and presentation is exceptionally good and I would have no hesitation in recommending them to my personal friends.
We have known Garry for a few years now and have always found him to be very helpful. The advice he has given us regarding our financial situation has been second to none. We would have no hesitation in recommending him to anyone. It is always a pleasure to meet him.
Garry Gregory has been looking after our investments for the past fifteen years and has always provided sound financial advice. We would be happy to recommend his services. He has always answered all our questions in an easy-to-understand way and our contact with him and his back up staff has alwa...
Garry has always given us sound investment advice in all the years we have known him. Nothing is too much trouble for him and he was always there when we needed advice with our financial planning. We have found Garry to be co-operative, professional and friendly in all our meetings at our home and...
We have been advised by Garry long before he set up Gregory Wealth Management and he has kept us up to date with the many changes in financial matters. His advice has always been to our benefit and long may it continue.
Garry and his staff have been looking after our financial affairs for the last twenty years and we have always been very satisfied with the way our investments have been handled. We have seen Garry so many times over the years that we regard him as a personal friend. We have also got to know severa...
We have known Garry Gregory for about 20 years. During this time our contact has always been at our home. His advice is well explained and easily understood, and moreover, always suited to our individual needs. This service proved invaluable when leading up to and in retirement. Such advice has ...
I have known Garry since the nineties. Everything I have asked has been managed well and in a very professional way. I have recommended him to many of my friends and now my family have also approached him.
Garry's support has always been exceptional, especially during the dark days of my illness when I needed trustworthy advice. I would not hesitate in recommending Garry to family and friends.
We have been dealing with Garry for at least 10 years and cannot better the service a testimonial as written allows. We would not ever consider going anywhere else. A wonderful and caring person to deal with.
Thanks to Garry I'm free from all the bother and worry of sorting out financial stuff!
Since being introduced by our neighbour to Garry in 2011, we have found him to be very helpful in dealing with our financial affairs. He took the time to get to know us by providing clear guidance on the way to proceed in a professional and friendly manner. We would have no hesitation in recommend...
We first had an invitation from Garry in 2002 to attend a presentation regarding personal finance. After listening to Garry, we realised that we were in the hands of experts who "knew their onions" - the benefits of different investments and, equally important, their potential shortcomings. It was...
My family has been well served by him for over twenty years. Initially for my headmaster brother-in-law and now for myself and nephew. We are benefiting from his expertise, help and advice given in a professional and friendly way.
One of my husband's hobbies was financial planning and investments, so when he died suddenly in 2010 I had very little knowledge or experience of such matters. I found Garry Gregory very helpful and supportive; he was able to give me advice and explanations in very straightforward terms which I cou...
We have had the good fortune of Garry Gregory dealing with our finances since I retired 24 years ago. The advice and care he has given over the years has allowed us to live comfortably with no concerns. He and his staff are friendly and always available for advice.
Garry Gregory has looked after our financial affairs for the past 20 years and we hope he continues to do so for many more years. He regularly adjusts our portfolio as necessary to achieve best results for us. His friendly nature and professionalism is such that we can always rely on his advice and ...
For over 10 years Garry Gregory has been my financial adviser. He has always been patient, understanding and enabled me to make decisions with confidence. I have no hesitation in recommending him to others.
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.