James Gregory Financial Ltd

James Gregory Financial Ltd Independent Financial Advisers James Gregory Financial Ltd is a small well established firm based in Wolverhampton. Feel free to contact us for more information.

We offer professional, friendly, face to face financial advice on pensions, investments, retirement planning, IHT planning, trusts, 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 clien

t’s objectives whilst maximising and safeguarding their wealth. All appointments can be arranged to meet your convenience, either at our office or at your home.

We have some seriously incredible news to share. Emily has officially passed her Advanced Diploma and is now a Chartered...
01/05/2026

We have some seriously incredible news to share. Emily has officially passed her Advanced Diploma and is now a Chartered Financial Adviser — and what an achievement that is!

This hasn’t happened overnight. It’s taken years of relentless hard work, determination, late nights, and real commitment to her craft. Emily has consistently pushed herself to grow, develop, and excel and this milestone is a true reflection of that dedication.

We are beyond proud of everything she’s accomplished. Not only is she exceptionally talented at what she does, but she’s also a huge asset to our team and someone who sets the standard for excellence every single day.

A massive, well-deserved congratulations to you, Emily.

We’re really happy to welcome Amy to the team! 🎉Great to have you with us Amy, looking forward to working together, from...
24/04/2026

We’re really happy to welcome Amy to the team! 🎉

Great to have you with us Amy, looking forward to working together, from all of us at James Gregory Financial

James Gregory Financial is delighted to welcome the latest member of our team, Gary Price, who joins us as an Adviser.Ga...
06/03/2026

James Gregory Financial is delighted to welcome the latest member of our team, Gary Price, who joins us as an Adviser.

Gary brings valuable experience and knowledge to the firm, and we are excited to have him on board as we continue to grow and support our clients with expert financial advice.

Wishing all our clients a very Merry Christmas and a Happy New Year 🎄Please note our office will close on Christmas Eve ...
23/12/2025

Wishing all our clients a very Merry Christmas and a Happy New Year 🎄

Please note our office will close on Christmas Eve at 3:30pm and reopen on Friday, 2nd January.

Thank you for your continued support, we look forward to working with you in the New Year.

Huge congratulations to Lucy on passing your Certificate in Mortgage Advice. Its such a great achievement and a well-des...
17/10/2025

Huge congratulations to Lucy on passing your Certificate in Mortgage Advice. Its such a great achievement and a well-deserved result after all your hard work. We all wish you every success as you take this next step in your career — exciting times ahead!

🎉 Congratulations to Lucy! 🎉A huge well done on passing your RO1 Regulations and Ethics exam last week, a great achievem...
15/07/2025

🎉 Congratulations to Lucy! 🎉
A huge well done on passing your RO1 Regulations and Ethics exam last week, a great achievement and a solid step forward in your professional journey. Your hard work and dedication have clearly paid off.

Address

Wolverhampton
WV95HB

Opening Hours

Monday 9am - 5pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+441902902342

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