Deep Enrich
James Gregory
Royal Marines Commando
424 followers
Milton Keynes, England, United Kingdom
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About me
Partner & Chartered Financial Planner at Gregory Wealth Management LLP
Education
The Lord Grey Secondary School
1996 - 2000
Experience
HM Forces
Jan 2000 - Jan 2005Royal Marines Commando
Silverlink Train Services
Jan 2005 - Jan 2008Train DriverPrudent Retirement Planning
Jan 2008 - Jan 2012ParaplannerPartner Practice of St. James's Place Wealth Management
Sept 2012 - nowPartner & Chartered Financial Planner at Gregory Wealth Management LLPSenior Partner Practice of St. James's Place Wealth Management
Jan 2019 - nowPartner & Chartered Financial Planner at Gregory Wealth Management LLP
Licenses & Certifications
Certificate in Financial Planning
Chartered Insurance InstituteDiploma in Financial Planning
Chartered Insurance Institute
Fellow of the Personal Finance Society (FPFS)
Chartered Insurance InstituteJan 2019
Languages
- enEnglish
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