Testimonials
We are very grateful that clients have taken the time to give us their feedback on how we have helped them with their financial planning. We are delighted that we are able to work together with them and help turn their financial goals into reality. Take a look at what they say about us.John has quite literally changed our lives. The advice provided and the subsequent action taken has ensured that we can retire with sufficient income to meet our needs, and more importantly, have the reassurance and confidence to enjoy our lifestyle, worry-free.
After incurring problems with other advisers, regarding moving my company pension, Andy and his team took me on and successfully transferred my pension. This was no easy manner, but I was continually kept up to speed with the progress. Since the transfer, I have had great advice and help in accessin...
John Davidson has been a great help to me in managing my funds. I really don't know that I would do without him!
John is a complete professional, extremely knowledgeable and is always interested in our specific needs.
I and my family have been guided by John Davidson for many years for his financial advice. He has a very easy and approachable personality and I consider him to be a very good friend.
Excellent service. First class communication. Understands clients needs and readily available for advice when required.
John and his team offer exceptional service and advice.
Frederic and his team have supported me through the worst times of my life, when my husband died suddenly, and then the banks crashed and I ended up owning two properties and I had to remortgage. I’m not sure that I would have survived without their help. I consider them to be my friends.
Having dealt with St. James's Place for many years I would recommend them to friends who are looking to invest. The returns have always been good year in year out.
Past performance is not indicative of future performance.
Andy has been a constant source of excellent financial advice over a number of years and in many different aspects of financial management.
Financial planning for the future can be a minefield. Trustworthy advisers are hard to find. Luckily, we have them here.
Russell is someone that I feel very comfortable and confident with in discussing my financial affairs. I wholeheartedly recommend a chat with him if you are wanting to plan financially for the future.
I would highly recommend the services of St. James's Place and particularly my financial adviser Russell Loten who salvaged my financial affairs providing me with security and peace of mind.
Zeshan inherited my case from a colleague. He took the time and trouble to get to know my issues as a client. He prepared well for our initial meeting and presented interesting ideas to consider. He organised the follow-up process very quickly and made sure that the changes we agreed on were impleme...
Could not be happier with the service that I have received. I would absolutely recommend both Zeshan and the firm for anyone who is currently looking for any form of Financial Advice. I know that my financial planning is in good hands!
