Andrew Gray & Associates Ltd (formerly Wilkinson Gray Ltd) is a local firm of financial advisers, based in Newport Pagnell, and are a Partner Practice of the prestigious St. James's Place Wealth Management Group. We offer quality advice and service for our clients. Our aim is to put client relationships first.
Financial planning has become increasingly sophisticated and is an important issue to both individuals and business. Clients need to be sure the advice they receive is professional and that they work in partnership with their adviser. The success of this firm is based upon the quality of advice we give and the satisfaction of clients.
Our key areas of expertise are pension management (pre-retirement), pension options (at retirement), protection (for individuals, business owners and "key persons") investments (building capital in a tax efficient way) and mortgage advice. We may also be able to help with commercial funding when required.
Your home may be repossessed if you do not keep up repayments on your mortgage.
The value of an investment with St. James’s Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
The Partner Practice represents only St. James's Place Wealth Management Plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group's wealth management products and services, more details of which are set out on the Group's website http://www.sjp.co.uk/products. The title "Partner Practice" is the marketing term used to describe St. James's Place representatives.