Alison Gregory Wealth Management
About the Business
Welcome to Alison Gregory Wealth Management, a premier establishment located in the beautiful town of Wingerworth, Chesterfield in the United Kingdom. We are dedicated to providing top-notch finance services that cater to the unique needs of our valued clients.
With a focus on holistic financial planning, our team of expert advisors are determined to help our clients achieve their financial goals, whatever they may be. Whether it’s investing for retirement, saving for a child’s education, or managing inherited wealth, we will work with you to create a customized plan that suits your individual needs.
At Alison Gregory Wealth Management, we understand that the world of finance can seem daunting, which is why we strive to make the process as transparent and stress-free as possible. Our advisors will take the time to explain the various investment options, risk levels, and tax implications associated with each choice. We want our clients to feel empowered and confident in their financial decisions.
Located at 33 Nottingham Dr, we are a point of interest in Wingerworth, providing a much-needed service to the local community. We invite you to book an appointment with one of our expert advisors, who will be more than happy to discuss your current finances and future aspirations.
So, whether you’re a seasoned investor or an individual starting out on your financial journey, Alison Gregory Wealth Management is here to help guide you every step of the way. We look forward to meeting you soon!
Location & Phone number
33 Nottingham Dr, Wingerworth, Chesterfield S42 6ND, United Kingdom
Hours open
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM
Friday:
9:00 AM - 5:00 PM
Saturday:
Closed
Sunday:
Closed
Reviews
"Alison is very knowledgeable and approachable and her staff are very friendly and helpful."
"Alison is the first (only) financial advisor I have ever consulted. She has a very efficient office with very pleasant and organised staff members. One of them called me before each appointment to confirm the time and day. She herself is very welcoming and not at all intimidating, as I was afraid financial advisors might be. A huge plus point is her readiness to explain matters, and she is very good at this --- I think she would persevere for an unlimited number of visits to make sure no doubtful areas remained. Overall she makes consulting her a very positive experience."
"I have known Alison for over 18 months and can recommend her for your financial investments and protection, she is a true professional and is very honest and straight to the point."
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