Garry Gregory - Financial Adviser

I have been providing advice to clients for over thirty years and have worked both for and with some of the largest financial institutions in the UK. I currently handle the financial affairs of a wide range of clients, most of whom have been advised by me for many years.

Over the years, I have met and helped many people from a variety of different backgrounds and have been privileged to be able to provide advice and guidance on their financial affairs. I am very lucky to have a job that I enjoy and which is so rewarding.

I continue to enjoy the challenge of helping clients make the most of their money, increasing their current standard of living by good, efficient use of their assets while planning and providing for a healthy financial future.

I am also fortunate that two of my sons have decided to make this their careers and this will now ensure that a new generation of clients will be dealt with by James and Adam.

Garry Gregory Financial Adviser

Areas Served

  • Midlands
  • South England
  • South East England
  • Suffolk
  • Essex
  • London

Garry Gregory - Financial Adviser

Garry Gregory - Financial Adviser

I have been providing advice to clients for over thirty years and have worked both for and with some of the largest financial institutions in the UK. I currently handle the financial affairs of a wide range of clients, most of whom have been advised by me for many years.

Over the years, I have met and helped many people from a variety of different backgrounds and have been privileged to be able to provide advice and guidance on their financial affairs. I am very lucky to have a job that I enjoy and which is so rewarding.

I continue to enjoy the challenge of helping clients make the most of their money, increasing their current standard of living by good, efficient use of their assets while planning and providing for a healthy financial future.

I am also fortunate that two of my sons have decided to make this their careers and this will now ensure that a new generation of clients will be dealt with by James and Adam.

Areas Served

  • Midlands
  • South England
  • South East England
  • Suffolk
  • Essex
  • London

Areas of Expertise

Investment Planning

Reliable wealth management advice and the right investment strategy are crucial to securing your financial wellbeing. If you are looking to invest for income or growth, I can provide quality advice, comprehensive solutions and ongoing service.

True Potential Investments’ carefully constructed range of risk-rated funds, including the exclusive True Potential Wealth Strategy Funds, enable you to spread your investments across a wide range of asset types and fund manager styles to create a personal, diversified portfolio solution.

As a client, you will also have 24/7 access to your investments on your personal client site and the ability to top up on-the-go with True Potential’s world-first impulseSave® technology.

Retirement Planning

Regardless of where you are in life, it is important to receive expert and professional advice on your retirement plans and requirements.

Whether you need to set up a retirement plan or review your existing strategy, I can offer no-fee tax wrappers and access to world-class investment funds. Plus, I can ensure that you are taking full advantage of new pension freedoms.

In addition, our unique True Potential One® life planning tool helps you manage both the accumulation and drawdown phases of your retirement.

Meet the team

Gemma McGlue

Gemma McGlue

Head of Client Servicing & Marketing for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri

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Dawn Jackson

Dawn Jackson

Practice Manager for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri

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Michelle Reilly

Michelle Reilly

Michelle Reilly - Practice Administration Team Leader for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri

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Lidia Zeolla

Lidia Zeolla

Administrator for: TPWM Wealth Management Partners – Garry Gregory, James Gregory, Adam Gregory & Fabrizio Armieri

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