Contact & Consultation Scheduler
Connect with Director David Gregory (DipPFS) at our St James's Square London office or regional Kent hubs.
Schedule Your Discovery Discussion
Fill in your details below. We guarantee a direct, confidential response from an adviser within one business day.
Prefer Instant Online Booking?
Select a convenient 30-minute slot on Director David Gregory's live calendar. You will receive an immediate confirmation with calendar invitations.
Open Microsoft Bookings Calendar ↗London Headquarters
The Clubhouse, 8 St James's Square, London SW1Y 4JU
Located in Central London, minutes from Piccadilly Circus and Green Park stations.
View on Google Maps ↗Kent & Home Counties Hubs
Tunbridge Wells, Sevenoaks, Tonbridge & Kings Hill
In-person consultations hosted at local private meeting venues across West Kent or client offices.
Direct Advisory Contacts
Common Inquiries & Regulatory Clarity
Answers to key questions regarding our fiduciary mandate, fees, minimums, and consultative process.
An Independent Financial Adviser (IFA) is legally mandated by the Financial Conduct Authority (FCA) to provide unbiased advice based on a comprehensive, unrestricted whole-of-market analysis across all product providers, fund managers, and platforms in the United Kingdom.
In contrast, a restricted adviser is tied to a single bank, insurer, or limited panel of providers. Restricted advisers are frequently incentivized to place client capital into proprietary in-house funds, creating inherent conflicts of interest and higher ongoing fee structures.
We primarily manage wealth for high-earning professionals, executives, business directors, and sports athletes with investable assets or combined pension funds of £100,000 to several millions.
However, for emerging high earners and young professional academy athletes at the onset of their earning careers, we offer specialized foundational planning tracks to structure emergency reserves, establish ISAs, and coordinate early pension architecture.
The initial discovery consultation lasts approximately 30 minutes and is 100% complimentary and without obligation.
During this session, Director David Gregory will discuss your current financial arrangements, review your lifetime goals, identify any immediate tax vulnerabilities or allowance harvesting opportunities, and explain how our whole-of-market approach can add quantifiable value. We will also provide a clear, written quotation of any proposed fees before any work commences.
Off-Piste Wealth never holds client money directly. All investments, SIPPs, and ISAs are held in your own legal name with major, FCA-authorized institutional custodians and investment platforms (such as Transact, Aviva, 7IM, and Fidelity).
Eligible investments are protected under the Financial Services Compensation Scheme (FSCS) up to £85,000 per eligible financial institution. Furthermore, as an FCA-regulated practice (FRN 955277), our clients have full recourse to the independent Financial Ombudsman Service (FOS).
We believe in complete pricing transparency:
- Discovery Consultation: Free / £0.
- Implementation Fee: Typically 1.0% to 2.0% of assets implemented, agreed in advance based on complexity.
- Ongoing Governance: Competitive tiered annual fee (0.50% to 0.75% per annum) covering continuous rebalancing, tax return coordination, and annual cash flow stress-testing.
We receive zero undisclosed product commissions and charge zero exit penalties.
Governance, Regulatory Mandate & Consumer Protections
FCA Authorisation: Off Piste Wealth Ltd is authorised and regulated by the Financial Conduct Authority (FCA). You can confirm our registration on the Financial Services Register under reference number 955277 at register.fca.org.uk.
FOS Dispute Resolution: If you are unhappy with our services, you may refer complaints to the Financial Ombudsman Service (FOS), Exchange Tower, London E14 9SR. Further details are available at financial-ombudsman.org.uk.
UK GDPR & Privacy Compliance: We adhere rigorously to the UK General Data Protection Regulation (UK GDPR) and Data Protection Act 2018. Your personal and financial data is stored securely using enterprise-grade encryption. We never sell personal data to third-party marketing brokers.
Statutory Risk Disclosure: The value of investments and the income derived from them may fall as well as rise. Investors may not recoup the original sum invested. Tax reliefs depend on individual circumstances and HMRC legislation, which is subject to change. The Financial Conduct Authority does not regulate certain non-investment services such as estate will writing, commercial bridging loans, or standard cash-flow projections.