Thomas Gregory
Financial health is the cornerstone of wellbeing. I believe this starts with a conversation, and a plan. Working closely with individual clients, families and businesses is at the heart of building financial health. Having a deep understanding of my client's wants and needs, as well as goals and ambitions, is crucial to understanding their financial journey towards financial health and freedom. The client is at the core of everything we do, making my advice personal, bespoke and holistic, to enable us to build a financial plan for now and the future.
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St. James's Place Guarantee
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
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.
