Gregory Wealth Management LLP
Senior Partner Practice of St. James's Place Wealth Management
Joanne joined Gregory Wealth Management in June 2016, and helped to establish a very efficient Ceding Department with Jacqueline Eeles. She has since moved to the Administration team where she is now dealing with more clients direct, and learning a different side to the Practice.
Previously she worked for one of the large Supermarket Chains as a Team Leader, assisting with Finance and the day-to-day running of the business.
Outside of the Practice, when Joanne is not taking her boys to after school activities and clubs, she enjoys baking, socialising, walking and fine wines.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group's wealth management products and services, more details of which are set out on the group's website www.sjp.co.uk/products. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Gregory Wealth Management LLP is a Limited Liability Partnership registered in England and Wales, Number OC375661. Registered Office: 1 Copperhouse Court, Caldecotte, Milton Keynes, MK7 8NL, England. View the Members of Gregory Wealth Management LLP.