A Partner Practice of St. James's Place Wealth Management
I provide my clients with a strategic and methodological approach to their wealth management and financial planning, with an emphasis on building and maintaining long term and trusted relationships.
We offer an excellent wealth management service which will help you achieve your goals
I have known Greg for several years now and he has always been very helpful and careful to explain everything to make sure I understand how my money is performing. I would recommend him to anyone who is looking for help and advice and also importantly someone you can be completely confident in.
Greg provided a professional, helpful and friendly service from start to finish. His engaging style and enthusiastic attitude match his professional sound advice. He spent time understanding the nature of my needs and requirements and painstakingly spelling out the merits of the products which will reflect my requirements. The offer of on-going support gave me the confidence to recommend Greg's services to others.
Financial advice can be complex and confusing, but throughout our professional relationship. I have been genuinely delighted at how well I was informed and the extra effort Greg went to to get the right products and the best prices. On a personal level Greg is a decent professional and I trust him as he has proven to be a genuinely good guy. I would recommend Greg's assistance to anyone seeking to protect their lifestyle against the winds of change.
I have always found Greg to give excellent advice that has clearly had my best interests at heart. It's true to say that I look forward to meeting with Greg as meetings are friendly and most useful. Greg knows his clients extremely well and has always offered me products that meet my requirement. I recommend him without hesitation.
Gregory has an extremely pleasant and reassuring manner. He is courteous and considerate, reliable and utterly trustworthy. Gregory listens attentively and responds with carefully considered and clear explanations, providing sound advice. He shows a genuine interest in my financial affairs which he always puts first. Gregory has always provided exceptional service and support. I have the utmost confidence in him and would not hesitate to recommend him to anyone.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
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.