James has impressed me with his knowledge of the investment management business. His service and support has been excellent, and he has responded immediately to queries and requests I have made.
I am particularly impressed with his bespoke graphical representation showing the relative per...
As clients or Regency Financial Planning we have confidence in Peter's professional advice. He took the time to understand our personal situation and used this to advise accordingly on appropriate investments. Peter demonstrates a client-first, no-pressure approach to his work, responding quickly to...
It's twelve months since I moved my pension to St. James's Place. I'm extremely happy with the service Adam has provided. Always on hand when I have any questions, would highly recommend him to others.
Anthony has always offered us sound advice taking our circumstances and opinions into account. I feel that I can contact him at any time to discuss changes in situation and would always trust his advice. I would recommend him wholeheartedly!
I have found Anthony to be a very open, honest and knowledgeable man. He has provided me with clear understandable information proved to be patient when giving explanations and answering all my questions. He has demonstrated that he will always put my interests first. It is without any reservatio...
Anthony, who I have known for several years is pleasant, personable and always respectful. He listens to your financial objectives, gives clear information and advice, never rushes you, and makes sure you understand your personal portfolio, before signing any paperwork. He has always put my inter...
Anthony has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending Anthony to anyone.
An exceptional service with a friendly well explained, competent manner. I will be recommending Anthony to all friends and family.
Peter from his first visit has been first class, clear precise information, friendly and efficient service, always returns calls and genuinely wants to do the best he can for you. Highly recommended to me from personal friends and I would not hesitate to recommend his services to anyone.
My wife Chris and I are very happy with the way in which Anthony looks after our interests and advises us financially. He is always attentive to our views and advises us accordingly. He is always available to discuss specific issues and delivers on his promises. He is friendly, personable and ver...
He is always sincere with his advice and I have found this to be accurate, understandable and up to date. I have no reserve in recommending him to anyone.
Anthony has been providing me with excellent financial information and advice for the past three years. I have always found him to be a professional and respectful person. At every meeting we have had he has been well prepared and given me clear information and advice which has been client center...
I have had financial dealings with Anthony for 3 years and have always found him to be a straight John Bull Yorkshire man who's financial advice has always been true and to my advantage. I hope to have many more years profitable advice from him and would gladly recommend him to anyone who needed ...
Peter Whittaker has been our financial consultant for a number of years and he has guided us carefully through the ups and downs of the financial market. He has assisted us to make our own decisions and thus far we have been happy with our returns. He is always welcome at our home and we recommen...
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.
Past performance is not indicative of future performance.
Cheerful, approachable and efficient are words best used to describe my Partner. I feel she has my interests at heart, and our discussions are informed and relaxed. I recommended her to my family who are now similarly pleased with her service.
The service has been excellent. I am really happy with the advice and help given to me in order to plan my future. My consultations have always been done in a friendly and informal way. I would definitely recommend Laura.
I would like to take this opportunity to thank Michelle for the great service she has provided with regards to my financial assessment. I found her to be professional from start to finish with an excellent knowledge of available options for me with regards to my pensions, life insurance and criti...
Peter Whittaker has been our Wealth Management Consultant for around 7 years. We trust his integrity, his sound judgement and the quality of his advice, to a very high level. We regard him as a friend, and appreciate his hard work in looking after our best interests. We have recommended him to ot...
Matt always puts my interests first by giving sound and trustworthy advice. The advice and support is exceptional. I would not hesitate in recommending him to anyone.
I have known James only for a short period of time but he has been most helpful in a review we have had regarding the current investments of my wife and I. This has resulted in a rebalance of part of our portfolio to set up an improved regular sum of money from our ISA investments.
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 favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
James has impressed me with his knowledge of the investment management business. His service and support has been excellent, and he has responded immediately to queries and requests I have made.
I am particularly impressed with his bespoke graphical representation showing the relative per...
As clients or Regency Financial Planning we have confidence in Peter's professional advice. He took the time to understand our personal situation and used this to advise accordingly on appropriate investments. Peter demonstrates a client-first, no-pressure approach to his work, responding quickly to...
It's twelve months since I moved my pension to St. James's Place. I'm extremely happy with the service Adam has provided. Always on hand when I have any questions, would highly recommend him to others.
Anthony has always offered us sound advice taking our circumstances and opinions into account. I feel that I can contact him at any time to discuss changes in situation and would always trust his advice. I would recommend him wholeheartedly!
I have found Anthony to be a very open, honest and knowledgeable man. He has provided me with clear understandable information proved to be patient when giving explanations and answering all my questions. He has demonstrated that he will always put my interests first. It is without any reservatio...
Anthony, who I have known for several years is pleasant, personable and always respectful. He listens to your financial objectives, gives clear information and advice, never rushes you, and makes sure you understand your personal portfolio, before signing any paperwork. He has always put my inter...
Anthony has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending Anthony to anyone.
An exceptional service with a friendly well explained, competent manner. I will be recommending Anthony to all friends and family.
Peter from his first visit has been first class, clear precise information, friendly and efficient service, always returns calls and genuinely wants to do the best he can for you. Highly recommended to me from personal friends and I would not hesitate to recommend his services to anyone.
My wife Chris and I are very happy with the way in which Anthony looks after our interests and advises us financially. He is always attentive to our views and advises us accordingly. He is always available to discuss specific issues and delivers on his promises. He is friendly, personable and ver...
He is always sincere with his advice and I have found this to be accurate, understandable and up to date. I have no reserve in recommending him to anyone.
Anthony has been providing me with excellent financial information and advice for the past three years. I have always found him to be a professional and respectful person. At every meeting we have had he has been well prepared and given me clear information and advice which has been client center...
I have had financial dealings with Anthony for 3 years and have always found him to be a straight John Bull Yorkshire man who's financial advice has always been true and to my advantage. I hope to have many more years profitable advice from him and would gladly recommend him to anyone who needed ...
Peter Whittaker has been our financial consultant for a number of years and he has guided us carefully through the ups and downs of the financial market. He has assisted us to make our own decisions and thus far we have been happy with our returns. He is always welcome at our home and we recommen...
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.
Past performance is not indicative of future performance.
Cheerful, approachable and efficient are words best used to describe my Partner. I feel she has my interests at heart, and our discussions are informed and relaxed. I recommended her to my family who are now similarly pleased with her service.
The service has been excellent. I am really happy with the advice and help given to me in order to plan my future. My consultations have always been done in a friendly and informal way. I would definitely recommend Laura.
I would like to take this opportunity to thank Michelle for the great service she has provided with regards to my financial assessment. I found her to be professional from start to finish with an excellent knowledge of available options for me with regards to my pensions, life insurance and criti...
Peter Whittaker has been our Wealth Management Consultant for around 7 years. We trust his integrity, his sound judgement and the quality of his advice, to a very high level. We regard him as a friend, and appreciate his hard work in looking after our best interests. We have recommended him to ot...
Matt always puts my interests first by giving sound and trustworthy advice. The advice and support is exceptional. I would not hesitate in recommending him to anyone.
I have known James only for a short period of time but he has been most helpful in a review we have had regarding the current investments of my wife and I. This has resulted in a rebalance of part of our portfolio to set up an improved regular sum of money from our ISA investments.
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 favourable tax treatment of ISAs may not be maintained in the future and is subject to changes in legislation.
James has impressed me with his knowledge of the investment management business. His service and support has been excellent, and he has responded immediately to queries and requests I have made.
I am particularly impressed with his bespoke graphical representation showing the relative per...
SJP Approved 06/11/2023
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.