A Partner Practice of St. James's Place Wealth Management
Working together, securing your financial future. With a passion for excellent service and impeccable professional standards, we aim to secure your financial future by protecting, growing and preserving your wealth.
We offer an excellent wealth management service which will help you achieve your goals
Tracy Hunt has been my financial adviser for over 2 years now and can confidently say that she is indeed a problem solver, trustworthy and very professional in all her dealings. She gives sound advice to the best of her ability with thoughtfulness and always with my interest at heart. She finds solutions to problems by thinking clearly, weighing up every action and its consequences. Tracy had to take over looking after me from another colleague. I had issues and was not happy with questions asked in the past regarding my investments and not having convincing answers. She solved my problems by following the correct procedures as set out in the terms and regulations and also with letters on my behalf to ask questions when there was still no joy. I am much happier now that she has found a better investor who is managing the investments more efficiently, with clarity and transparency. I cannot, indeed, recommend an honest, caring and more efficient person than Tracy Hunt.
Mrs Tracy Hunt has been our financial adviser since her employment with Lloyds bank where our accounts were held. She has managed our financial affairs most competently since those days to our complete satisfaction. She has a most friendly and professional disposition, enabling us to have complete confidence in her financial advice. We believe she would be a complete asset to any firm she is employed by.
I just met Tracy Hunt some twelve years ago, when she was a young manager at my local bank. I had just retired and, with ease, she sorted out my complicated and disorganised pension and saving arrangements. We have remained in touch through her advancing career and academic studies. With her friendly personality and razor sharp brain, I would recommend her to anyone seeking sound financial advice.
She has given us excellent financial advice with respect to our investments. From the outset nothing was too much trouble and we have been really happy. Any queries have been answered promptly with easy to understand explanations. We would recommend her services to anyone.
Mrs Hunt is a responsive and reliable adviser in respect of our investments and financial areas we have asked her advice. She has met all our wishes and requirement very effectively and displays excellent skills explaining finance while treating the client with respect. I would have no reservations recommending Mrs Hunt to anyone in terms of providing support, skills and knowledge.
We're not about selling products. We pride ourselves on building trusted, long-term relationships with clients - only by doing so can we truly understand our clients' immediate needs and future aspirations, and offer the quality, bespoke advice that they deserve.
St. James's Place guarantees the suitability of the advice given by members of the St. James's Place Partnership when recommending any of the wealth management products and services available from companies in the group, more details of which are set out on the Group's website.
The Partner Practice is an Appointed Representative of and represents only St. James's Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the Group’s wealth management products and services, more details of which are set out on the Group’s website www.sjp.co.uk/products. The ‘St. James's Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James's Place representatives.