Testimonials
Read some of the feedback received from clients.I must say a word or two in praise of SJP and the many years of advice from Jane Bownas Wealth Management. Jane and David worked very hard to resolve a delay with a withdrawal (due to a change in banking details and tight security processes in place). We each received a formal apology and additio...
I have been a client of of St. James's Place for over twenty years, and can honestly say that the advice I have received from Jane Bownas Wealth Management has been outstanding. Jane demonstrates an excellent grip of my portfolio and gives me great confidence in how my money is managed. I trust her ...
Thank you for all the advice and help you have given Mum. We all feel much happier knowing someone who cares, and is wise, to whom Mum is not just a number, is managing her money.
Jane has provided absolutely outstanding help navigating the maze for later life care. Issues around Mum's assets are complex and beyond many financial adviser's understanding. Jane's knowledge and experience and her ability to make complicated issues comprehensible, especially with the legal t...
Over the years Jane has provided invaluable guidance in understanding the investment options available, the most appropriate level of investment to make and, equally important, the careful planning of consequential tax and inheritance considerations. Our ongoing trust in Jane's expertise has gi...
When presenters on the radio talk about financial problems, I often hear them say "when something seems too good to be true, it usually is" but in my opinion that does not apply to the service I have received and continue to receive from Jane Bownas and the St. James's Place products; I have be...
Thank you so much for advising Ross. He reported that he had a "brilliant session" with you, including spotting tax claims opportunity, helping with Sharon's pensions and lots more. She made the whole session a pleasant experience and I feel in good hands. We get a lovely warm feeling from being abl...
I have known Jane Bownas since December 2001. I am in a curious position of having a small salary as a Local Government Officer, but over the years I have inherited a significant amount of property and money from my father. Jane has taken time to get to know me, and has helped me plan financial...
Jane, many thanks for your advice and patience over the past year. Also, thank you for your continued support with Joy's affairs, it really is appreciated.
Jane has been helping my brother and I over the last 10 months or so, tirelessly with some very complex issues with our father’s financial affairs/residential care home costs matters. She really knows the system inside out and has been invaluable with her knowledge and expertise. If it wasn’t for...
The financial help and advice I have received from my SJP Partner has been invaluable over the past years whilst employed with a mortgage, and now as I navigate my way through retirement and my pensions and investments.
