Ashley Gregory Email & Phone Number

Whether one is looking to increase potential capital growth, engage in active retirement planning, invest for the medium term; plan for property purchase or school fees or even explore concerns regarding succession planning it is extremely challenging to know where to start. I provide a bespoke wealth management service tailored to my clients’ immediate, medium & long term financial objectives. Securing & safeguarding the financial future of either your family or your business is fairly daunting with the culture in Britain changing dramatically over the past two generations, going from one of savings to debt and spending. This coupled with a widespread ‘there’s always tomorrow’ attitude and what I consider to be Financial Services choice paralysis is why I aim to provide pro-active, on-going advice and establish long term relationships with my clients. St. James's Place is synonymous with quality, professionalism and a genuine underlying integrity. These attributes, along with their distinctive approach to investment management and determination to maintain strong & healthy on going client relationships were the key factors in my decision to join the Partnership. BlackFin Wealth Management Ltd 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). The titles 'Partner' and 'Partner Practice' and the marketing terms used to describe St. James's Place representatives. SJP Approved

Listed skills include Wealth Management, Retirement Planning, Investments, Finance, and 1 others.