James McGregor

Experience

• 

  Barclays

  Dec 2007 - Sept 2014

  I was responsible for managing a portfolio of 180 high net worth clients ,where I had created strong lasting business relationships. I managed the portfolio from negative growth to positive growth across all business lines. This was achieved by close communication, gaining an understanding of client needs and opportunities whilst working to the clients’ terms. Also maximizing their financial positions creating strong relationships in the process to ensure long term growth. I am very experienced across all areas of lending including commercial, mortgage and unsecured lending. I also have a strength in business development for key business introducers. Building my network across all financial sectors including accountants, brokers, solicitors and many more. Key Achievements - Taking over a portfolio in March 2012 with a total value at £28,000,000. Building relationships within the portfolio and growing this by 54% by year end 2012- Maintaining 100% client satisfaction with a net promoter score of +100 amongst my clients for 2014. - Solely taking ownership of Barclays Money Skills within the Richmond borough. Building a strong relationship with the local council and helping teach children understand budgeting and helping them develop the attributes they will need when they leave school.- Growing my portfolio to an overall value of £110,000,000 through debit and credit balances by year end 2014.- Lending over 700,000 unsecured balance in 2014.- Responsible for over 14,000,000 in mortgage lending in 2014- Heading up a change management team for a new lending product and successfully rolling out across the London Network. Show less

  • Premier Relationship Manager

    Jan 2012 - Sept 2014

  • Personal banker

    Aug 2008 - Jan 2012

  • Customer advisor

    Dec 2007 - Aug 2008
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  Mesa Financial

  Oct 2014 - Oct 2023

  Director

  Mesa Financial is a one of a kind advisory business that advises on high value borrowing transactions. We believe it is our duty to make finance understandable and our mission is to deliver the absolute best lending solutions for our clients' circumstances by creating value with every interaction. At Mesa Financial we assist clients with property and business related lending. We are interested in working with the following group of clients and key business introducers. -Property developers-Property investors -Residential owner occupiers -Commercial property investors -Accountants -Retails and corporate business managers-Private Bankers-Bank tied mortgage advisers -High net worth relationship managers-Solicitors -Wealth Managers - Architects - Development lenders - M&A specialists Show less

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  Goldbridge Partnership

  Mar 2022 - Oct 2023

  Director

  At Goldbridge Partnership we place an emphasis on contributing ‘true’ value to our clients by helping them to deliver on their goals. We are a forward-thinking firm of Chartered Accountants, working closely and collaboratively with our clients in order to become their strategic finance partner.Each and every client is unique. We take the time to get to know our clients, understand their business as well as their long term objectives, to create a first-class bespoke service, specific to their needs. Show less

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  P10 Financial Group

  Sept 2023 - now

  Group Director

  P10 Financial advises high net worth clients, LTD company Directors, high growth businesses and property entrepreneurs. We provide connected services across the entire financial spectrum, through our various business divisions of mortgages, commercial lending, accountancy and insurance. This allows us to advise and provide services to our clients across all aspects of their financial lives, when it matters. We’re flipping the script on the finance world. Tired of the disconnect, we built our own next generation financial services offering. No more dated processes, faceless departments, one dimensional advice and draining work-spaces.Our network of contacts are always within reach, with rapid response and genuine invested care to every client’s journey. Our processes and business divisions are synced and streamlined, with a desire to push boundaries. Like us, our clients have a performance mindset. We get things done efficiently and at the highest level. Get in touch and let our industry leading advisors guide you with all things;- Mortgages- Commercial lending- Development Finance- Bridging Finance - Accountancy- Tax Advisory - M&A - Insurance Show less