An Associate Partner Practice of St. James's Place Wealth Management
I understand that everyone’s aims are different. Some people want a worry-free retirement. Some want to leave a legacy to loved ones, or to a cherished cause. Others want to ensure that they get the rewards from a successful business. I have helped clients achieve all of these goals, and can help you with yours.
We offer an excellent wealth management service which will help you achieve your goals
I know nothing about pensions. A simple conversation with Bina identified a need for me to protect my current financial situation and plan ahead. Bina identified what needed to be done following her extensive research. At this point Bina knew more about my situation than I did. Everything was addressed and simplified - jargon free! The advice given was straight forward and honest. I have absolutely no hesitation in recommending Bina to anyone I know needing her services. A massive thank you Bina!
In the past, it's safe to say we have had relatively generic advice and support from our financial adviser. Normally setting things up and then leaving them, never to hear again apart from a yearly email. Bina has been a breath of fresh air when it comes to our finances, both personal and in business. Personally, Bina and her team have reviewed all aspects of our pensions and investments, provided excellent advice for myself and my wife. And for the business helped us set up the Company Pension scheme for contributions and getting the business complaint. I have been more than happy to wax lyrical about the services and advice provided, and have introduced Bina to family members, friends and colleagues along the way, happy in the knowledge that they will be looked after. Binas approach is straightforward and she takes the time to explain all the products and investments, the affects and impacts of the markets, and would have no hesitation in recommending her and her team.
I cannot speak highly enough of Bina Dayaram of St. James's Place Wealth Management, a complete professional, discreet and highly knowledgeable service from start to finish. Bina helped guide me through setting mine and my husband's pensions up, something we had been meaning to do for a long time but had not got round to. She was able to complete the whole process in a very efficient and timely manner and her knowledge and experience immediately put us at ease where other financial advisers had not been able to. I would highly recommend Bina to any of my connections looking for financial advice as I have done already, and I look forward to a prosperous and long lasting relationship with her.
Not only does Bina have THE most personable and friendly demeanour but she is unquestionably the most professional, knowledgeable and trustworthy financial adviser I know. She has also helped my husband to arrange an investment, which was the first he has ever done. He had rather typically left things to the last minute. Bina met my husband early in the morning before he had to go to work and systematically went through everything with him to make sure he understood the reality of what he was about to do and the risks attached to the specific type of investment he was looking to make. She then effortlessly and efficiently organised the paperwork, turning the administration aspect round in a very quick timescale to ensure everything was submitted before the investment closed. Nothing was stressful, everything was clear and as a result my husband was not only happy but confident in the decision he had made. So much so that he has subsequently done a further investment with Bina this year. For my husband to trust her with his money, she is definitely good and has one over me! I have no hesitation in recommending her, so much so that I have referred her to one of my clients who needed help finding and consolidating a number of old pension plans. I am absolutely certain he is in the best hands. If anyone is looking for quality financial advice and customer care then Bina is definitely the lady for the job!
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.