James Gregory Financial Ltd
James Gregory Financial Ltd is a financial services company located in Wolverhampton, England. They specialize in providing expert financial advice to clients, including those in the public sector and society. Their team of experienced financial advisors is well-versed in state departments of finance regulations and can assist clients in navigating complex financial situations. James Gregory Financial Ltd is committed to providing personalized and comprehensive financial solutions to help clients achieve their financial goals.
Introduction to James Gregory Financial Ltd
James Gregory Financial Ltd is a financial services company located in Wolverhampton, England. The company was founded with the purpose of providing expert financial advice to individuals and businesses. With a team of experienced financial advisors, James Gregory Financial Ltd is uniquely positioned to help clients achieve their financial goals.Services & Products
James Gregory Financial Ltd offers a range of financial services, including investment planning, retirement planning, and estate planning. The company's financial advisors work closely with clients to develop personalized financial plans that meet their individual needs and goals. In addition, the company provides advice on financial products such as insurance, annuities, and mutual funds.Location
James Gregory Financial Ltd is located in Pendeford, a suburb of Wolverhampton. The area is primarily residential, but there are also a number of businesses located in the vicinity. Clients can expect to find a range of shops and restaurants, as well as parks and other recreational areas. The closest public transportation options are the Wolverhampton train station, which is approximately 5 miles away, the Wolverhampton bus station, which is approximately 4 miles away, and the Wolverhampton St. George's tram stop, which is approximately 3 miles away.Benefits
Clients should choose James Gregory Financial Ltd because of the company's expertise and commitment to providing personalized financial advice. The company's financial advisors have years of experience in the industry and are dedicated to helping clients achieve their financial goals. In addition, James Gregory Financial Ltd is regulated by the State Departments of Finance, ensuring that clients receive high-quality, trustworthy advice.Good to Know
Clients should be aware that James Gregory Financial Ltd primarily serves the public sector and society, although the company also works with private clients. In addition, the company's fees are based on a percentage of assets under management, which may not be suitable for all clients.Reviews
Customers have given James Gregory Financial Ltd high marks for the company's professionalism, expertise, and commitment to customer service. Clients appreciate the personalized attention they receive from the company's financial advisors, as well as the company's focus on helping clients achieve their financial goals. Overall, customers highly recommend James Gregory Financial Ltd for anyone in need of financial advice or services.Amenities
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complimentary consultation -
online services
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retirement planning
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investment advice
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tax planning
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insurance services
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financial planning
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wealth management
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estate planning
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debt management
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computer access
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printer access
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wi-fi
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meeting room
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conference room
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parking
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security
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reception area
FAQ
What financial services does your department offer to individuals and businesses?
We offer a wide range of financial services to both individuals and businesses. Our services include financial planning, investment management, retirement planning, estate planning, tax planning, and more. We work closely with our clients to understand their unique financial goals and develop personalized strategies to help them achieve those goals.How does your department ensure compliance with state and federal financial regulations?
Compliance with state and federal financial regulations is a top priority for our department. We have a dedicated team of compliance professionals who stay up to date on all relevant regulations and ensure that our department is in full compliance at all times. We also conduct regular audits and reviews to identify and address any potential compliance issues.Can you provide examples of successful financial initiatives or programs implemented by your department in recent years?
We are proud of the many successful financial initiatives and programs we have implemented in recent years. Some examples include our retirement planning program, which has helped hundreds of clients plan for a secure retirement, and our investment management program, which has consistently delivered strong returns for our clients. We also recently launched a financial education program for young adults to help them develop the skills and knowledge needed to make sound financial decisions.What is your department's role in managing state budgets and financial planning for future projects?
Our department does not have a role in managing state budgets or financial planning for future projects. We are a private financial services firm that works with individuals and businesses to help them achieve their financial goals. While we do not work directly with state departments of finance or public sector organizations, we do have extensive experience working with clients in a variety of industries and can provide valuable insights and guidance on financial planning and management.Can you provide references from satisfied clients?
Yes, we are happy to provide references from satisfied clients. We take pride in our work and are committed to delivering exceptional service and results for our clients. Please contact us for more information on our client references and testimonials.Reviews
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Andy Britton
It’s a rare thing to discover a financial consultancy that genuinely cares about the people it serves and James Gregory Financial Ltd is that kind of financial consultancy. They’ve always shown me kindness, respect, and a friendly smile. I can’t recommend them enough for all your wealth management needs – you won’t be disappointed!
26-11-2022
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Sally Green
Very professional and explained everything in terms that where easy to understand.kept iintouch all the way .
26-10-2022
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Chris Sheriff
Marvellous advice moving my various pensions into one giving me more control for my future. Highley recommend a chat about your pension worries or mortgages. Thank you Stephen and the Team.
26-10-2022
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steelebox
Excellent service. Mr Giddings is very knowledgeable and professional. Although the process was very long winded and sometimes complex help was only a phone call away. I can only thank Andrew Giddings for all the help and reassurance I have received and am still receiving. I have and will continue to recommend the company to family and friends.
26-10-2022
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Kevin Sharples
Completely satisfied with the service I received, prompt and clear communication and correspondence.
26-10-2022
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kevin price
26-09-2022
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Daragh Henderson
When you enter the office, you notice thats it a clean, bright environment and all the staff are friendly.
26-09-2022
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richard murrell
Andrew is first class the way he talks to you and support you through the transfer as we all know it not easy very professional company and I have already told potential customers to use your company 👍👍👍
26-09-2022
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Philip Coss
Positive: Professionalism, Quality, Responsiveness
26-05-2022
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Paul Emery
Positive: Professionalism
26-05-2022
