We realised a long time ago that the strength of our business is the relationship we have with our clients, and to hear how much they appreciate our work is very humbling.
We continue to receive positive comments from our clients on the help and the guidance that we have provided to them over the years. We do hope you find these testimonials both helpful and reassuring.
"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 requirement needs for your family and future."
Graham Pestle, Retired, Stevenage
"After 25 years, we are still happy with the service."
Chris Miller, Retired, Dunstable
"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."
Mr Baker, Retired
"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."
"That the 4 clients I met today (at Waddesdon) have been with Gregory Wealth Management for at least a decade is testimonial in itself. I’ve been a client since 2007."
Client, Retired, Cambridge
"I have been recommending both Garry and James Gregory from Gregory Wealth Management for over 3 years and have never been disappointed with the service or advice received. Complex issues are dealt with and explained in plain English and are easy to understand. Time is never an issue with Garry or James, they are always happy to be as long as is needed to make sure a client understands any advice given and that the advice is appropriate to their needs."
"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 inheritance tax advice."
Martyn Neville, Retired, Enfield
"As an older couple like ourselves with no offspring 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 and readily feel we could recommend them to anyone in a similar situation."
Colin Fry, Retired, Watford
"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."
Anthony Myers, Co Director, Bushey, Herts
"We are very happy with the service we have received whilst being with the company and would be very happy to recommend."
Client, Retired, Elstree