Sam Gregory
Independent Financial Adviser @William James Financial Services
Birmingham, GB
EMAILS
MOBILE NUMBERS
+91 *********19
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WORK HISTORY
Jun 2024 — Present
Independent Financial Adviser @William James Financial Services
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Birmingham, GB
EDUCATION
2000 — 2003
Universtity of Wolverhampton
BSc (Hons), Sports Studies
2010 — 2012
Chartered Insurance Institute (CII)
Diploma, Financial Planning
2016 — 2016
STEP
STEP Certificate for Financial Services - Trusts and Estate Planning
SKILLS
Income ProtectionInheritance Tax PlanningPensionsWealth ManagementHigh Net Worth IndividualsPersonal PensionsFinancial AdvisoryRetirement PlanningMortgage LendingInvestmentsStrategic Financial PlanningCritical IllnessProtectionWealthSavingsSippPortfolio Management
ABOUT SAM GREGORY
Independent Financial Adviser at William James Financial Services
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