"Since meeting James, we are much more reassured that our savings are being looked after as we would wish. We feel we can talk freely and ask for advice, with answers we can understand. James has made the difference and nothing is too much trouble. We certainly would recommend him and his company to other people. Overall, we are very satisfied – a lovely person to deal with."
Ron Phillips, Managing Director, Leighton Buzzard
"I am very grateful for the money you have made for me that I can pass on to my family. One daughter of which has been able to buy her own house and the other will hopefully soon follow. My husband would be delighted that the advice you gave us has made this happen."
Juliette Twomey, Retired, Newport Pagnell
"James has become a trusted family adviser, as interested in our as well as our children’s wealth and family as he is of his own, which is a good basis for an investment relationship."
Ian Saunders, Retired, Ravenstone
"James has been a great help. But more than that, he has made us feel like ‘part of the family.’"
Charles Cross, Retired, Calne
"James has always been available for any problem – and always helpful. His support gave me confidence which has always been realised. Thank you and all your staff for their work."
Sally Manley, Kimpton
"I found James very helpful when planning my financial affairs and investments - he is highly professional. I met James in 2011 when I became very ill - he became a good friend to me, and also is a friend of my family. I can't fault the way he handles my affairs. I contacted James in 2015 to ask him if he would manage my pension as I was not happy where it was. Ever since then I have been very satisfied with the work he has undertaken on my behalf, and it's a pleasure to have him work for me. James came highly recommended to me by my son, his friend and ex workmate. I have no hesitation in recommending James to my friends."
"I was recommended to consult James Gregory as I needed to review my investments. My husband had recently died, I was in hospital after a fall and my elder son had lost his home and savings. James was very helpful in organising our new way of life in a house I bought for 7 people. James was very helpful - a kind and considerate man."
"James has always put our interests first, he explains things very well and spends as much time as needed to get the best for us. To date, all investments and returns are better than expected."
Zena Long, Retired, Aspley Guise
“James took over from Garry and I have always been pleased with the way he has taken care of my finances! I would not hesitate with recommending him to anyone else, friends etc. The service I receive is second to none and I would never hesitate in ringing if ever I needed to!”
M.P. Standing, Retired, Enfield
“I am completely satisfied with the service and support I get from James Gregory and his office team. I have a feeling that my interest is always put first and after listening to proposals, the decision of whether to proceed is left to me with no pressure. I would not hesitate in recommending him to anyone.”
John Simmonett, Retired Engineer, London
“In the short time I have been dealing with James, he seems to have his fingers on the pulse of my investments and if it continues, I will be very pleased.”
“I am very pleased to provide a testimonial for James Gregory. James has advised me in a highly professional, yet friendly and caring way. He took the time to assess my personal circumstances and needs and I am totally comfortable with the way he has set up my finances for the future. James came highly recommended by a friend and I won't hesitate to pass on the recommendation.”
Professor Linda Mary Field, Scientist, Luton
“I found James very helpful and unfailingly patient with my financial affairs. His advice was always clear to understand, and tailored to my situation. His support and help was constant. He put my needs and interests first. I would not hesitate to recommend him to my friends.”
Sally Manley, Retired Teacher, Kimpton