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.
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.
Daniel has been our Adviser for around 6 years and has always provided great and responsive service. He provides clear advice in a very personal style making us always feel confident when we make decisions. We would use no one else and we have recommended and would in the future recommend his s...
My pension was ‘stuck’ for a few years in a huge company with shocking admin. I felt I’d no control or understanding of how it was performing and my retirement needs/prospects (I’m hoping to retire in the next couple of years). My husband recommended Danny and moving to SJP and I’m delighted I ...
I have always found Danny’s advice to be reliable and I have full confidence in his suggestions.
I have recommended Danny to both friends and colleagues seeking similar guidance.
I changed to SJP because of the SJP Partner, Danny offered a broader insight into Estate Planning, Trusts, etc. To have this experience combined with the investment approach of SJP was a step forward from my prior situation.
I would definitely recommend SJP. Daniel's advice has been excellent and tailor made for our individual circumstances.
