Welcome to James Gregory Financial Ltd…
James Gregory Financial Ltd are a small family run firm based in Wolverhampton. We offer tailor made financial solutions for our clients to help achieve there financial needs and aspirations
The first client meeting is at our expense and prior to undertaking any additional work we will explain our services and costs and how we can formulate a plan. We’ll explain all the jargon clearly and you can ask as many questions as you like…
Our aim is your satisfaction, and we take a holistic approach to all of our planning and preparation, taking account your personal current circumstances and hopes for the future.
As a result of our approach, we have become trusted advisors who have built and maintained long-term relationships with our clients
We specialise in made-to-measure wealth management and retirement planning, including Auto-enrolment solutions.
Our other main areas of advice also include:-
- Mortgage solutions
- Protection requirements