James Gregory Financial Ltd

Andrew and all the team at james gregory financial ltd completed my pension transfer,hassle free and constantly kept me up to date how it was progressing,excellent setvice,would recomend to friends and family.

About 12 months before I was due to retire, I was being swamped with letters from various pension providers that I had paid into over the years asking how I wanted to proceed upon my retirement. I hadn’t really a clue what to do, but on speaking to a work colleague he said he was in the same position but had enrolled the help from James Gregory financial. I contacted them and arranged for them to meet with me and give me some advice. Within days Andrew Giddings came to see me and advised me to put all my pension pots together and invest in a single pension pot. He gave me various options as to how to be able to draw my money and once I decided which option to go for sorted everything for me. He also took isa’s my wife and I had with a high street building society and put it into an isa’s with a new provider which is now paying 3 times the interest rate of the previous provider. I cant recommend them highly enough for the help and advice throughout the process and Andrew is really easy to talk to and always has our best interest at heart.

I had a few pensions moved including a final salary into one final pension. Andrew from James Gregory Financial Ltd was great. He made the whole process really easy.

Andrew is a excellent financial advisor and has explained everything clearly regarding my pension, and my transfer from my previous pension. He is always available when I have any questions I need to ask about my pension. I would definitely recommend Andrew if you need any advice about your pension.

I have never had a problem with my financial advisor Steven, his advice has always been explained so I can understand it and my investments have grown,excellent.

I have been guided by Andrew, of James Gregory Financial Ltd for the last 2 years or so when I Transferred my pension upon early retirement. He gave me sound advice and assisted me on attaining my goals for my retirement. like others have said only a phone call away if something is worrying you. I get regular updates on financial markets. and annual reviews on my pension performance. Excellent service and have recommended to others well done !

I was recommended to James Gregory and was put in contact with Andrew Giddings. From the very first meeting Andrew gave me good advise but did not push me to do anything I wasn’t 100% sure about. He spoke to me in words I could understand as I feel putting money into pensions and investments can be very daunting. He is always on the end of the phone if I have a question and I am extremely pleased with his service. I have even recommended my partner to him and would have no hesitation recommending to other family and friends.