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James Gregory Financial Ltd

James Gregory Financial Ltd is 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 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

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HeadquartersWolverhampton, United KingdomEmployees7(1 to 10)Websitejamesgregoryfinancial.comLinkedIn profileLinkedIn

Verified contacts

6

available on Kipplo

LinkedIn employees

7

1 to 10 range

Open roles

no listings

Distinct roles

3

indexed titles

Tech stack

1

tools in use

Monthly traffic

organic / mo

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Top roles at James Gregory Financial Ltd

3 distinct titles indexed · top 3 shown.

  • 4director
  • 1independent financial advisor
  • 1office administrator trainee paraplanner

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