Who We Are

We are a family run practice with over 30 years’ experience of providing a wide range of advice to private individuals. Our clients range from professionals and business owners, through to entrepreneurs and those now enjoying their retirement.

We also work with a number of businesses and organisations from the private and public sector, providing advice, support and business consultancy.

We believe in offering a personal, face-to-face service and take pride in building long term, trusting relationships with our clients, covering topics such as:

  • Investment planning
  • Building and preserving capital
  • Inheritance tax planning
  • Retirement planning
  • Protection for individuals and their families against sickness and/or death
  • Business consultancy
  • Long-term care planning

We will help you reach your financial goals by offering you the appropriate advice and guidance now and ensuring that any plans remain effective in the future no matter how your circumstances change.


Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.

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.