Testimonials
Read some of the feedback received from clients.I have know Alan for a number of years and in that time he has always provided excellent and trustworthy advice, visiting yearly to update and review. He recently helped with my financial planning after a bereavement and, I have to say, his advice was second to none - I couldn't have done it with...
I wanted to say thank you for organising the transfer of my small pension (which has seen significant growth over the last 7 years) from Sun Life of Canada to St. James's Place. Since the start you have always been upfront and above board when it comes to pensions and money advice in general. You...
Alan advised me on various policies I have running. His advice was very clear and he had a very friendly manner. Although at the moment it would be better to stay as I am because of the rates, I will definitely re-visit the options in the future and hopefully then change over to Alan and St. Ja...
*Trusts are not regulated by the Financial Conduct Authority.
I would like to commend the services of Alan Norris of St James's Placement Wealth Management. After years of an under performing pension, I recently moved my funds to Alan and following an in depth review he has provided me with a far greater return than previously achieved. I would have no hesi...
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
On joining the BNI Horley chapter back in 2012, my first one to one with Alan Norris from St. James Place was very good, he assured me that with St. James Place track record, over a ten year period, they would double the size of my pension pot. This was a small pension and I did not think on it...
Dear Alan, I just wanted to drop you a quick note to thank you for all your excellent work dealing with my mum's finances. It is nice that not only are you there to invest wisely, but you are also prepared to give overall advice as to how to make best use of the opportunities open to us as clients. ...
I just wanted to thank you for all the advice you've given to me and your guidance. Also, some good news on my Trustee account - the outstanding issue had been resolved!
My partner, Androulla and I, asked Alan to come round after his ten minute presentation. Alan was more than happy to visit our house when it was convenient for us. Alan was polite, informative and extremely knowledgeable.Whilst Alan was round we also set up an ISA for Alexander (our son) which will ...
Alan Norris is my financial adviser and I find his knowledge and expertise to be second to none. I was aware of St. James's Place reputation before meeting Alan and this provides me with even greater reassurance. I have recommended Alan Norris to my son and would have no hesitation recommending him ...
I found Alan Norris the perfect person to explain the subject of investing clearly in layman's terms, to the point and with a jovial manner, all in the comfort of my own home. He actually visited twice. Once to ascertain where my wife and I were along our financial journey and what would suit our in...
Alan, thanks for guiding us towards the Attendance Allowance.
Before I met Alan, my stakeholder pensions were stagnant and there was no chance they would give me any meaningful retirement income. It is reassuring to get regular reports and face to face meetings with Alan. I am confident that my investment will give me the retirement income I dream of. I am so ...
I have every trust in Alan's professional and helpful advice because I know he always has my very best interests first and foremost in mind. The service he provides, and support has always been first class. I would not hesitate to recommend him to anyone.
Alan is the financial adviser I have known for a number of years and he has a real niche with elderly and vulnerable clients and the credentials to back this up. He is also highly knowledgeable as you would expect but what sets him apart from many other financial advisers I have come across is that ...
I would like to thank you for all your help and support with my pension. During your visit you not only gave me a much better understanding of my fund, but also a much more positive outlook towards my future with regards to income given in my retirement. I will now look to longer term growth rath...
Alan's knowledge of his industry, as far as I'm concerned, is second to none. He often talks about representing St. James's Place because of their performance. There is a reason for that, it's absolutely true. His professionalism is utmost and will never be compromised. He clearly cares about what h...
Alan is a world of knowledge. His advice and care is unrivalled. Alan goes that extra mile, not because he needs to, but because he wants to. Both my husband and I owe Alan a debt of gratitude. I have passed his details on to several friends, and they too love him, his professional manner and witty ...
I wanted to thank you for your continued support through what was a very difficult time for us as a family; as my mother-in-law deteriorated in health and we were forced to reconsider her living arrangements from carers supporting her at home to moving into a nursing home.You took time to explain...
Powers of Attorney involve the referral to a service that is separate and distinct to those offered by St. James's Place and are not regulated by the Financial Conduct Authority
I just wanted to thank Alan for his recent work on our ISA portfolio. As usual I was super impressed with your attention to detail and customer service, which is often over looked in other industries in this day and age. I will no hesitation in recommending your products and services to friends and ...
I highly recommend the services of Alan as a financial adviser. He has looked after mine and my families finances for a number of years now. We are building up some valuable funds to give our children a good start to their adult life. Alan visits us regularly to review our investments and I feel ...
