Testimonials

Read some of the feedback received from clients.

During the difficult financial times we have faced over the past few years Adrian's sound advice has enabled my investments to maintain very acceptable progress. I am able to approach retirement knowing that I shall have a comfortable future.

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Past performance is not indicative of future performance.

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.

Without Adrian’s expert wealth management advice through St. James's Place, we almost certainly wouldn’t have had the finances to make our house move possible. So it’s a huge thanks from Helen and I to Adrian and the team.

Roger Sykes | Retired, Malvern

Excellent service, advice and returns that my whole family use.

Robert Kirkham-Evans

We appreciate the clear and straight forward manner with which he gives financial advice and help. St. James's Place has transformed our approach and confidence in planning for retirement. Also appreciate the professionalism of his team and the speed of responses to our enquiries. We feel Adrian ...

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Adrian has always looked after my financial requirements very professionally and I am delighted with the performance of the investments he has recommended.

Name Supplied

Past performance is not indicative of future performance.

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.

Adrian has always provided us with clear and understandable information which takes account of our personal circumstances and our investment requirements.This has allowed us, with Adrian's advice, to take sound investment decisions which to date have proven to meet our financial needs in retireme...

Name Supplied

Past performance is not indicative of future performance.

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.

We have always found Adrian very helpful and courteous. We feel that we can trust him totally and from the outset he made us feel comfortable that our assets were being soundly invested. We have recommended him to two other families, who are now clients of Adrian.

Name Supplied

Past performance is not indicative of future performance.

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.

Adrian Yates inspires financial confidence in taking time to assess and understand his clients' current lifestyles, immediate needs and future financial requirements. His awareness of changes in legislation coupled with an ability to track and benefit from future trends secures his position as a ...

Harold and Doris Frost