James Gregory at True Potential Wealth Management
Initial consultation free
Restricted
As a Charted Financial Planner, I specialise in pre- and post-retirement planning, including pension consolidation, savings and investments, and estate planning.
We can advise you on
Clients
helped
helped
17
Minimum
pension value
pension value
£0+
Minimum
wealth
wealth
£0+
Minimum
mortgage value
mortgage value
£0+
This firm is FCA registered and you can be confident that their treatment of customers conforms to the FCA’s strict criteria.
Meet our advisers
Mr James Gregory FPFS
Chartered Financial Planner and Fellow of the Personal Finance Society
What our clients say
c
Clive
James is always professional, informative and a nice chap!
c
Claire
Always wise, witty, informative and always there!
k
Keith
James has always helped us with our investments and we can call on him anytime.
m
Matt
Having sold my business in the last 12 months I was looking for advice on how to enjoy my retirement and 'beat' inflation. James and his team really helped me with this.
d
Diane
I have been extremely impressed by the professional and knowledgeable advice in the consultations I have received. James is a really lovely guy who is easy to talk with and happy to answer questions...
p
Patricia
I was recommended to consult with James as I needed to review my investments. My husband has recently died, I was in hospital after a fall and my son had lost his home and savings. James was very...
Legal information
While unbiased.co.uk endeavours to verify the information provided as thoroughly as possible, it is your responsibility to ensure the adviser you choose is appropriate and regulated for the business you are transacting.
Any decision to transact business is made by you on the basis of your own enquiries.To check that an adviser is regulated, you can contact the relevant regulatory or professional body .
Access to and use of this online directory is subject to unbiased.co.uk website terms and conditions and privacy policy .
This service is provided by Unbiased Group Services Ltd