About Us

Stephen is a joint founder of James Gregory Financial Ltd and also a director. He joined the financial services industry in 1986 as a financial adviser before moving into a sales management role within the financial services sector. Stephen is a qualified financial adviser and holds the Advanced Financial Planning Certificate in Taxation and Trusts, CII Level 4 Diploma in Financial Planning and a member of the Personal Finance Society. Stephen holds the Statement of Professional Standing (SPS). Stephen works across all client areas and specialises with private clients within all need areas. He believes in advice, rather than simply selling products. A professional of high standards he takes great care and satisfaction that his clients received the most suitable advice

Andrew is the other joint founder of the company and also a director. He is also one of the firm’s qualified financial advisers. He has spent the last 33 years gaining valuable experience within the financial services industry. Andrew holds the CII Level 4 Diploma in Financial Planning and is a member of the Personal Finance Society. Andrew also holds the Statement of Professional Standing (SPS). He has a key role in developing the client relationships within the firm by utilising his wealth of experience and knowledge. He has experience in all the core areas of advice and specialises in wealth management and pensions