We are very happy with the service we have received whilst being with the company and would be very happy to recommend.
That I'm one of 4 clients I met today (at Waddesden) who have been with Gregory Wealth Management for at least a decade is testimonial in itself. (I've been a client since 2007)
A well run family firm, without too much of a hard sell that makes you feel comfortable. Good advice that you trust and always there to help.
The financial management advice from St. James's Place gave us a new perspective and addressed areas we had not even considered. This gave us greater confidence in our future planning both in finance and lifestyle.
We enjoy superb service and find the staff are exceptionally helpful.
After 25 years we are still happy with the service.
As an older couple like ourselves with no off spring to consider, we believe we receive from St. James's Place Wealth Management simple, friendly, good advice with no pressures to manage our retirement capital & readily feel we could recommend them to any one in a similar situation.
The confidence given by Gregory Wealth Management allows me to feel my money is safe and well invested. Team members are friendly and always have time to listen and understand your requirements needed for your family and future.
Over 15 years we have been advised on investments and inheritance tax. I took early retirement at 53 and have had sound support and advice to have a life style that enables us to live life to the full. Since property values have risen to current levels, we have been able to be given great inher...
Excellent information on investments, always keep in contact so able to check how everything is doing.