James Mcgregor
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James Mcgregor Email & Phone Number

Group Director at P10 Financial Group
Location: London Area, United Kingdom 6 work roles 2 schools
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✓ Verified August 2026 3 data sources Profile completeness 86%

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Current company
Role
Group Director
Location
London Area, United Kingdom

Who is James Mcgregor? Overview

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James Mcgregor is listed as Group Director at P10 Financial Group, based in London Area, United Kingdom. AeroLeads shows a matched LinkedIn profile for James Mcgregor.

James Mcgregor previously worked as Director at Goldbridge Partnership and Director at Mesa Financial. James Mcgregor holds National Diploma Publishing And Journalism, Merit, Merit, Pass. from Brooklands College.

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Email format at P10 Financial Group

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P10 Financial Group

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Profile bio

About James Mcgregor

P10 Financial advises high net worth clients, high growth businesses and property entrepreneurs. We provide connected services across the entire financial spectrum, through our various business divisions of mortgages, commercial lending, accountancy and insurance. This allows us to advise and provide services to our clients across all aspects of their lives, when it matters. We’re flipping the script on the finance world. Tired of the disconnect, we built our own next generation financial services offering. No more dated processes, faceless departments, one dimensional advice and draining work-spaces.Our network of contacts are always within reach, with rapid response and genuine invested care to every client’s journey. Our processes and business divisions are synced and streamlined, with a desire to push boundaries. Like us, our clients have a performance mindset. We get things done efficiently and at the highest level. Get in touch and let our industry leading advisors guide you with all things;- Mortgages- Commercial lending- Development Finance- Bridging Finance - Accountancy- Tax Advisory - M&A - Insurance

Current workplace

James Mcgregor's current company

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P10 Financial Group
P10 Financial Group
Group Director
AeroLeads page
6 roles

James Mcgregor work experience

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Group Director

Current

London, England, United Kingdom

P10 Financial advises high net worth clients, LTD company Directors, high growth businesses and property entrepreneurs. We provide connected services across the entire financial spectrum, through our various business divisions of mortgages, commercial lending, accountancy and insurance. This allows us to advise and provide services to our clients across all aspects of their financial lives, when it matters. We’re flipping the script on the finance world. Tired of the disconnect, we built our own next generation financial services offering. No more dated processes, faceless departments, or one dimensional advice.Our network of contacts are always within reach, with rapid response and genuine invested care to every client’s journey. Our processes and business divisions are synced and streamlined, with a desire to push boundaries. Like us, our clients have a performance mindset. We get things done efficiently and at the highest level. Get in touch and let our industry leading advisors guide you with all things;- Mortgages- Commercial lending- Development Finance- Bridging Finance - Accountancy- Tax Advisory - M&A - Insurance

Sep 2023 - Present

Director

London, England, United Kingdom

At Goldbridge Partnership we place an emphasis on contributing ‘true’ value to our clients by helping them to deliver on their goals. We are a forward-thinking firm of Chartered Accountants, working closely and collaboratively with our clients in order to become their strategic finance partner.Each and every client is unique. We take the time to get to know our clients, understand their business as well as their long term objectives, to create a first-class bespoke service, specific to their needs.

Mar 2022 - Oct 2023

Director

London, England, United Kingdom

Mesa Financial is a one of a kind advisory business that advises on high value borrowing transactions. We believe it is our duty to make finance understandable and our mission is to deliver the absolute best lending solutions for our clients' circumstances by creating value with every interaction. At Mesa Financial we assist clients with property and business related lending. We are interested in working with the following group of clients and key business introducers. -Property developers-Property investors -Residential owner occupiers -Commercial property investors -Accountants -Retails and corporate business managers-Private Bankers-Bank tied mortgage advisers -High net worth relationship managers-Solicitors -Wealth Managers - Architects - Development lenders - M&A specialists

Oct 2014 - Oct 2023

Premier Relationship Manager

London, United Kingdom

I was responsible for managing a portfolio of 180 high net worth clients ,where I had created strong lasting business relationships. I managed the portfolio from negative growth to positive growth across all business lines. This was achieved by close communication, gaining an understanding of client needs and opportunities whilst working to the clients’ terms. Also maximizing their financial positions creating strong relationships in the process to ensure long term growth. I am very experienced across all areas of lending including commercial, mortgage and unsecured lending. I also have a strength in business development for key business introducers. Building my network across all financial sectors including accountants, brokers, solicitors and many more. Key Achievements - Taking over a portfolio in March 2012 with a total value at £28,000,000. Building relationships within the portfolio and growing this by 54% by year end 2012- Maintaining 100% client satisfaction with a net promoter score of +100 amongst my clients for 2014. - Solely taking ownership of Barclays Money Skills within the Richmond borough. Building a strong relationship with the local council and helping teach children understand budgeting and helping them develop the attributes they will need when they leave school.- Growing my portfolio to an overall value of £110,000,000 through debit and credit balances by year end 2014.- Lending over 700,000 unsecured balance in 2014.- Responsible for over 14,000,000 in mortgage lending in 2014- Heading up a change management team for a new lending product and successfully rolling out across the London Network.

Jan 2012 - Sep 2014

Personal Banker

London, United Kingdom

Responsible for giving outstanding customer service whilst looking after customers financial needs.

Aug 2008 - Jan 2012

Customer Advisor

London, United Kingdom

Dec 2007 - Aug 2008
2 education records

James Mcgregor education

National Diploma Publishing And Journalism, Merit, Merit, Pass.

Brooklands College

Cemap 1,2 & 3

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Frequently asked questions about James Mcgregor

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What company does James Mcgregor work for?

James Mcgregor works for P10 Financial Group.

What is James Mcgregor's role at P10 Financial Group?

James Mcgregor is listed as Group Director at P10 Financial Group.

Where is James Mcgregor based?

James Mcgregor is based in London Area, United Kingdom while working with P10 Financial Group.

What companies has James Mcgregor worked for?

James Mcgregor has worked for P10 Financial Group, Goldbridge Partnership, Mesa Financial, and Barclays.

How can I contact James Mcgregor?

You can use AeroLeads to view verified contact signals for James Mcgregor at P10 Financial Group, including work email, phone, and LinkedIn data when available.

What schools did James Mcgregor attend?

James Mcgregor holds National Diploma Publishing And Journalism, Merit, Merit, Pass. from Brooklands College.

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