James Gregory Financial Ltd

Independent Financial Adviser  Unit 11, West Midlands, Wolverhampton, WV9 5HB
Truly independant advice to reduce any worry or uncertainty about the future and to assist with any financial goals. All enquiries are welcome
We can advise you on
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Annuity purchase
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Auto enrolment
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Pension consolidation
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Pension drawdown
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Pensions & divorce
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Pensions & retirement planning
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Pensions review
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Pensions transfer
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SIPPs
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Stakeholder
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Bad credit
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Buy my next home
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Buy to let
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Buying commercial property
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Buying first home
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Flexible mortgages
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High loan to value
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Next home / Remortgaging
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Right to buy
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Self-employed mortgages
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Wealth management
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Ethical investments
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ISA / Unit Trusts / OEICs
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Investing for income
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OEICs
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Unit trusts
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Lump sum
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Regular savings
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Critical illness
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Income protection insurance
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Life insurance
Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021
Meet our advisers
MR Stephen Giddings DIP PFS, CERT CII
Director

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This examination assessed a knowledge and understanding of the UK tax system, the law and practice of trusts, but also an ability to advise individual clients on the tax treatment of their investments and the use of trusts to meet their current and foreseeable future needs.

To achieve DipPFS individuals must achieve 140 credits. At least 80 credits must be at Diploma or AFPC level.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

At the end of this unit, candidates should be able to demonstrate an understanding of the: process of decumulating pension funds and the main issues for clients and advisers; main choices facing members of pensions schemes during decumulation; features, risks and tax treatment of the secured pension option; features, risks and tax treatment of the unsecured pension option; features, risks and tax treatment of phased retirement; features, risks and tax treatment of the alternatively secured pension option.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

MR Andrew Giddings CERT PFS, CERT CII (MP)
Director

This qualification assesses a knowledge and understanding of an ability to analyse financial protection planning issues.

This qualification assesses a knowledge and understanding of the UK taxation system, and the ability to analyse the taxation treatment of individuals and trusts during the investment advice process.

This qualification assessed the knowledge and understanding of the UK regulation environment in the financial services industry together with types of mortgage products and repayment options and the giving of mortgage advice.

This qualification assesses a knowledge and understanding of an ability to analyse pension and retirement planning issues.

To achieve the CertPFS (DM) and individual needs to pass 2 diploma units in Regulation and ethics and Discretionary Investment Management

About us

James Gregory Financial is a small well established firm based in Wolverhampton. We offer professional, friendly, face to face financial advice on pensions, investments, retirement planning, mortgages and protection.
The experience and knowledge of our advisers ensures that all clients receive advice of the highest standard. We enjoy developing a long term relationship with our client’s and our bespoke advisory service aims to achieve our individual client’s objectives whilst maximising and safeguarding their wealth.
All appointments can be arranged to meet your convenience. Feel free to contact us for more information.

Where to find us
Head office address: Unit 11, Newton Court, Pendeford Business Park, West Midlands, Wolverhampton, WV9 5HB
Preferred clients
Minimum wealth (income/assets)
£0
Minimum pension value
£0
Minimum mortgage value
£0
Special offers
Choose an Unbiased exclusive special offer:
Offers terms
Advice methods
  • phoneButton
    Telephone
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    Face to face
Response rating
7.0/10
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FCA authorised
Last authorised 21st June 2021

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