Jordan Grey

I have been working in the Financial Services sector now for over a decade covering various roles in Banking, Brokerages and Wealth Management. I enjoy working with clients and their families helping them to create a bespoke financial plan which helps them to achieve their long-term goals and aspirations. Having done a lot of work with Professionals and Small-Medium Sized Businesses, I understand the unique challenges that clients and their families face at all stages in life. I believe that the service I provide is paramount in developing a successful long-standing relationship and meet with my clients on a regular basis to review their plan and re-strategize where necessary. When I am away from the office you will probably find me in the kitchen thinking I am a Masterchef champion or playing golf (trying at least) at my local club in Oxfordshire. Your home or other property 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. An investment in equities does not provide the security of capital associated with a deposit account with a bank or building society. 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. This Partner/Partner Practice is an Appointed Representative of and 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 at www.sjp.co.uk/products. The ‘St. James’s Place Partnership’ and titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives. SJP Approved xx/xx/xxxx