About Us

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.


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Testimonials

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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.
Terence Sherrington |Retired, High Wycombe
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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.