Alison Gregory Wealth Management - Chesterfield

Alison Gregory Wealth Management is a financial planning firm located at Address: 33 Nottingham Dr, Wingerworth, Chesterfield S42 6ND, United Kingdom. The company offers financial planning services, with a team of experts dedicated to helping clients achieve their financial goals.

One of the standout features of Alison Gregory Wealth Management is their commitment to accessibility. The location has wheelchair accessible parking and restrooms, making it easy for clients of all abilities to visit the office.

The company has received high praise from clients, with a 5/5 average rating based on 3 reviews on Google My Business. This is a testament to the expertise and dedication of the team at Alison Gregory Wealth Management.

If you're looking for a financial planner, there are a few key things to consider. First, it's important to find a planner who has experience in your specific area of need. Whether you're planning for retirement, saving for a child's education, or just looking to manage your investments, it's important to find a planner who has a track record of success in that area.

Another important consideration is the planner's approach to financial planning. Some planners take a more hands-off approach, simply providing advice and guidance as needed. Others take a more active role, helping clients to implement their financial plans and make decisions along the way. It's important to find a planner whose approach matches your needs and preferences.

When it comes to Alison Gregory Wealth Management, they have a team of experienced financial planners who take a hands-on approach to financial planning. They work closely with clients to understand their goals and develop a customized plan to help them achieve those goals.

If you're looking for a financial planner who is committed to accessibility, has a strong track record of success, and takes a hands-on approach to financial planning, Alison Gregory Wealth Management is a great option. You can learn more about the company and their services on their website: alisongregorywm.co.uk.

Reviews of Alison Gregory Wealth Management

Janet Lam

5/5

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.

Andy Bailey

5/5

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.

KAY LUONGO

5/5

Alison is very knowledgeable and approachable and her staff are very friendly and helpful.