CG Financial Consultancy

Fundamentally I see my approach as one of problem-solving for the client - rather than product-selling. As a result, my clients can expect to receive the most comprehensive and appropriate advice at all times. This is reflected in the number of referrals my business receives every year. I provide wealth management advice to clients both within the Stourbridge area, and more widely throughout the Midlands including Shropshire, Staffordshire and Worcestershire. Prior to joining the financial services industry, I spent 13 years working in education as a Teacher of Economics, Business and Accountancy. In 1999, I moved into financial services where I could assist people with their future financial planning and I saw this as a challenging and rewarding career to pursue. In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as an Investment Partner. As a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning. As a consequence, I have now established many working relationships with individuals and local business owners due, in part, to the insight and understanding that I have for their specific financial requirements - whether these be personal or corporate. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service. CG Financial Consultancy was established when its Principal Chris Gledhill accepted an invitation to join St. James's Place. Chris had worked in Financial Services for over 19 years in Stockbroker as well as Financial Adviser roles. This broad range of experience means Chris can provide expert investment planning advice on a personal basis to his clients. I provide wealth management advice to clients both within the Stourbridge area, and more widely throughout the Midlands including Shropshire, Staffordshire and Worcestershire. Prior to joining the financial services industry, I spent 13 years working in education as a Teacher of Economics, Business and Accountancy. In 1999, I moved into financial services where I could assist people with their future financial planning and I saw this as a challenging and rewarding career to pursue. In line with my professional background, I have focussed on developing specialist knowledge and am now fully qualified as an Investment Partner. As a representative of St. James's Place, my service is enhanced and complemented by the provision of advice covering the areas of Investment Planning, Inheritance Tax Planning and Retirement Planning. As a consequence, I have now established many working relationships with individuals and local business owners due, in part, to the insight and understanding that I have for their specific financial requirements - whether these be personal or corporate. I am committed to ensuring that my industry knowledge remains relevant and current by placing strong emphasis on my personal development. This, along with the pride and dedication that I place on developing solid personal relationships with my clients, ensures that am I able to offer a rounded, professional and principled service. CG Financial Consultancy was established when its Principal Chris Gledhill accepted an invitation to join St. James's Place. Chris had worked in Financial Services for over 19 years in Stockbroker as well as Financial Adviser roles. This broad range of experience means Chris can provide expert investment planning advice on a personal basis to his clients. We have now used Chris Gledhill for the last 12 year or more, in my working life and now in retirement. He has always given extremely good advice and arranged a first class spread of investments. He identified what was needed and the arrangements were made. Excellent service and very highly recommen... I am delighted to offer this testimonial in support of Christopher Gledhill. He has always put our interests first by giving sound and trustworthy advice when dealing with our finances and investments. His service and support has always been exceptional. I would not hesitate in recommending him to a... I have known Chris for over 10 years and during that time have recommended him to a number of my clients. His advice has always been reliable and in the best interest of my clients. I trust Chris 100% and would not hesitate to recommend him in the future. We have now used Chris Gledhill for the last 12 year or more, in my working life and now in retirement. He has always given extremely good advice and arranged a first class spread of investments. He identified what was needed and the arrangements were made. Excellent service and very highly recommen... I am delighted to offer this testimonial in support of Christopher Gledhill. He has always put our interests first by giving sound and trustworthy advice when dealing with our finances and investments. His service and support has always been exceptional. I would not hesitate in recommending him to a... I have known Chris for over 10 years and during that time have recommended him to a number of my clients. His advice has always been reliable and in the best interest of my clients. I trust Chris 100% and would not hesitate to recommend him in the future. We have now used Chris Gledhill for the last 12 year or more, in my working life and now in retirement. He has always given extremely good advice and arranged a first class spread of investments. He identified what was needed and the arrangements were made. Excellent service and very highly recommen... We’re not about selling products. Of course, we aim to achieve the best returns and help you make the most of your money. But it’s not all we want. We’re relationship-builders, ready with guidance and advice whatever stage you’re at in your life. We offer a financial service that lasts a lifetime, and beyond. St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website. The 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 www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.