About Greg Middleton

Greg Middleton

MLIA (Dip)

With over 20 years’ experience within wealth management, Greg Middleton has a wealth of knowledge and experience. His aim is to provide comprehensive wealth management advice to discerning individuals throughout the UK.

Greg is supported by a dedicated team who uphold his philosophy that every client is unique and that relationships should be built on trust and transparency.

About

I am a Director of an Associate Partner Practice of St. James's Place Wealth Management with over 20 years’ experience in financial services providing wealth management advice to discerning individuals across the UK. My expertise covers the broad spectrum of financial planning and will help you and/or your business to:

  • Grow wealth, specifically through our distinctive approach to investment management;
  • Preserve assets for long-term financial security;
  • Adequately protect assets from potential threats;
  • Effectively manage capital and borrowings.

At the heart of the service offered by Greg Middleton is his belief in effective communication to ensure that clients are kept informed of issues that may affect their financial wellbeing. As such Greg regularly publishes a range of newsletters exclusively for his clients, including WeekWatch, a weekly communication covering key market, economic and personal finance news and a quarterly magazine, The Investor.

I work closely with all my clients to understand their concerns and aspirations, which in turn enables us to build a mutually trusting relationship and provide my clients with both peace of mind and the security of knowing that I will always act in their sole best interests.

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.

Trusts are not regulated by the Financial Conduct Authority.

Your home may be repossessed if you do not keep up repayments on your mortgage.

Testimonials

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Daniel has, and is, a great help and support to me. He explains legal jargon with patience, giving me time and indeed also space when needed. I would not hesitate in recommending him to anyone.
Gillian Smith |Receptionist at a medical Practice, Shipley, Bradford

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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.
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Middleton Wealth Management is a trading name of Greg Middleton Wealth Management Ltd. Greg Middleton Wealth Management Ltd is registered in England and Wales, Number 08325671. Registered Office: Broadstone Mill, Broadstone Road, Stockport, SK5 7DL.