A Partner Practice of St. James's Place Wealth Management

Gregory Charles Financial Planning Limited

Greg Roper

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.

About

My background has been in retail banking and financial advising with Lloyds Bank plc since 2003 and previously a pensions relationship role with Virgin Money for 3 years. In September 2014, I had the privilege of being invited to join St. James's Place Wealth Management. Having become disillusioned with the banking industry and recognising the benefits St. James's Place could offer clients, I was delighted to accept their offer.

My mantra has always been to deal with others in the way I expect to be dealt with myself and this had become difficult to maintain at the bank. St. James's Place has offered me the freedom to afford people the time they deserve and to build trusted, long term relationships, whilst being able to provide the products and services from an FTSE 100 company.

I am very happily married to Marianne and father to Jake and Jessica. My free time is spent with my family, which together with my work, are my number one priority.

The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Greg Roper

Meadow End, Brooke Gardens, Brooke, Norwich, NR15 1JH

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

News & Insights

Visit Insights to read articles and news to help you make informed decisions about your wealth
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.
Jane McCormack | Retired, Norwich
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.
C R Cramp | Retired, Norwich
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.
Andrew Privett | Telecoms Manager, Norwich
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.
Mark Cotter | Teacher, Norwich
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.
Name Supplied | Retired University Lecturer

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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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.

Gregory Charles Financial Planning Limited is registered in England and Wales, Number 09588186. Registered Office: Meadow End, Brooke Gardens, Brooke, Norwich, NR15 1JH.
Greg Roper
Gregory Charles Financial Planning Limited