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Off Piste Wealth | Financial Planning London Off Piste Wealth Ltd New Leaf Distribution The Clubhouse, 8 St James's Square, London SW1Y 4JU

Off Piste Wealth | Financial Planning London

38 Reviews
Financial planner
  • Friday8 AM–6 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8 AM–6 PM
  • Tuesday8 AM–6 PM
  • Wednesday8 AM–6 PM
  • Thursday8 AM–6 PM
Off Piste Wealth | Financial Planning London Off Piste Wealth Ltd New Leaf Distribution The Clubhouse, 8 St James's Square, London SW1Y 4JU

About the Business

Independent Financial Advisers for sports athletes | Independent financial advisers for Sports athletes

Contacts

Website
http://www.offpistewealth.com/
Call Us
+442033804230
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Off Piste Wealth Ltd New Leaf Distribution The Clubhouse, 8 St James's Square, London SW1Y 4JU
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Hours

  • Friday8 AM–6 PM
  • SaturdayClosed
  • SundayClosed
  • Monday8 AM–6 PM
  • Tuesday8 AM–6 PM
  • Wednesday8 AM–6 PM
  • Thursday8 AM–6 PM
Change or delete Share Save

Features

  • Wheelchair-accessible entrance
  • Wheelchair-accessible toilet
  • Toilets

Recommended Reviews

Becky Relph
21.03.2024
Off Piste Wealth | Financial Planning London
I have been working recently with David to understand options around investing my money for the future. He has been exceptionally helpful and made the whole process easy from the start, providing invaluable advice on how best to invest and supported me through the process. I would highly recommend!
Gideon Golstein
20.03.2024
Off Piste Wealth | Financial Planning London
Before I met David I had no idea what the state of my overall financial health was. My outgoings were not clear to me and I felt like each month I was struggling to keep afloat. David has been instrumental in helping my organise my finances in such a way that I now feel comfortable. We've now managed to put an investment plan in place to help me afford my dream property in a few years time. If you feel like you're stuck or just want some general guidance - go talk to him!
Natalie Payne
27.02.2024
Off Piste Wealth | Financial Planning London
I cannot recommend David Gregory enough. He is incredibly responsive, personable and knowledgeable. He takes the time to understand your goals and implements a tailor made plan. I never hesitate to recommend David. He is a real asset to Off Piste Wealth and the industry as a whole.
Carl Latham
27.02.2024
Off Piste Wealth | Financial Planning London
David is knowledgeable, transparent, and very responsive. He provided excellent support on a recent investment project which we have hugely benefitted from. I look forward to working with David again in the future.
Gillian
21.02.2024
Off Piste Wealth | Financial Planning London
I have know David for years and he helped me out with questions about my pension even when I was not his client. He also helped me to understand Pensions in plain English as I really do struggle to understand it all. Because of this both myself and my partner have moved our existing pensions to Off Piste and another bonus is our money is making much higher returns. The process was was made very simple and David made sure he understood both our levels of risk so our funds are now invested in the right place. Highly recommended
Neil Horne
14.02.2024
Off Piste Wealth | Financial Planning London
David has been a god-send when it comes to managing my investments for me. Always there to give me practical advice, has helped educate me on how to best invest my money and most importantly always provides me with transparency with everything that he does. I highly recommend David at Off-Piste Wealth for all your investment needs.
Thomas Kannan
20.01.2024
Off Piste Wealth | Financial Planning London
Amazing customer service and tailored advice to suit my needs. David has been incredibly helpful and always happy to answer any questions.
aaron hayle
22.12.2023
Off Piste Wealth | Financial Planning London
David really helped with my finances regarding business.After a few years in self-employment, I needed help setting up a pension and felt supported through the whole process and feel confident knowing it’s the right option for me and how it all works.I now have a plan to secure my financial future moving forward and that security gives me freedom and clarity in my business to pursue growth at every opportunity.Would highly recommend David!
The Wellbeing Girl
19.12.2023
Off Piste Wealth | Financial Planning London
David was brilliant from start to finish. He was able to talk to me in a way that made it very simple to understand. I have seen a lot of growth this year already and look forward to working with him in years to come. I had the specific issue of wanting to invest inheritance for income and I was able to do some in a way that enabled me to start my own business which has always been a dream for me! I couldn’t recommend him enough!!!!
Hardy
19.12.2023
Off Piste Wealth | Financial Planning London
I can’t rate Off Piste Wealth enough! . My requirements were complex and in a state of change over many months . David kept in touch during the long discussion with me as my situations changed to understand my needs was always willing to provide the best options for any given use case . David would always go above and beyond to have discussion with other experts on my behalf before presenting back the correct findings and research . A great deal of financial rigor and assessment was conducting safely which also gave me a high level of confidence. Top notch professionals who work with integrity at all times .

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Off Piste Wealth Ltd New Leaf Distribution The Clubhouse, 8 St James's Square, London SW1Y 4JU
Off Piste Wealth | Financial Planning London