Alison Gregory Wealth Management Limited

Partner Practice of St. James's Place Wealth Management

Carolyn Taylor, Practice Manager

My Financial Services career started with Nationwide Building Society in 1987, where I spent 28 years working my way through the career ladder from Cashier to Branch Manager at various locations.

Five years ago, I was ready for a new challenge and worked in a couple of schools as a Receptionist and then Office Manager, but this was not for me.
I knew Alison from Nationwide where we had worked together and she gave me the opportunity to join her small team. I haven’t looked back since and as her Practice Manager, we are growing the business and the team together.

Outside of work, I enjoy spending time with my husband and dogs, walking and spending time at our caravan on the East Coast. I have two grown-up daughters who have both now left home, and of whom I am very proud.

Lisa Savino, Client Relationship Manager

I joined Alison Gregory Wealth Management in June 2018 as Client Relationship Manager.

My career originally began within the fashion industry where I excelled in management amongst some of the finest leading fashion houses in the world, such as MaxMara, Ralph Lauren as well as other multi branded stores. My passion and dedication to deliver exceptional customer service definitely flourished within this sector and has been instrumental to my success, whether it be in the retail, education or the financial sector.

Within my role I liaise with clients, professional contacts, and providers ensuring the highest level of customer service. All communications are tracked and recorded to ensure efficiency within the team to guarantee customer expectations are met or exceeded at all times. I am responsible for all client reviews; scheduling meetings, preparing review material, updating client records and assisting in any actions required. I thoroughly enjoy my role here and appreciate all the opportunities and challenges given to me. The team really are amazing with a true family spirit atmosphere. I always come to work with a smile on my face.

Personally, I have a husband, two daughters and a beautiful Fox Red Labrador. As a family we enjoy country walks and outdoor activities as well as the occasional indulgence at the cinema. To relax, I enjoy Yoga, cooking and healthy living.

Jane Stirling, Client Service Manager

I started my career in Banking in 1978 with Britannia Building Society working as a clerk/cashier my career progressed and I took up various roles within the Building Society before qualifying as a CeMap qualified Senior Mortgage Adviser which enabled me to provide advice to clients on their specific mortgage and protection needs, a role which I thoroughly enjoyed, until redundancy in 2016.

I joined Alison in November 2018 after time out to decide my future and spend time with my family. My role, as Client Service Manager with Alison Gregory Wealth Management entails dealing with all new business which comes into the practice and allows me to build rapport with our clients whilst striving to deliver excellent customer service as we put our clients at the heart of everything we do.

My personal interests include, spending time with my husband and our boys, walking our little westie, Bernie, holidays and general socialising with my large family and friends.