A Partner Practice of St. James's Place Wealth Management
Every client is different and I believe it is essential to develop individual, bespoke financial plans with the ultimate goal of providing peace of mind through a holistic financial planning for every one that I deal with.
We offer an excellent wealth management service which will help you achieve your goals
Claire is passionate about protecting and helping elderly and vulnerable people. My parents were overwhelmed by their investments and Claire spent hours sorting them all out and putting them into order. When I took over as Power of Attorney, Claire spent time patiently going through the history of the investments and advising on a way forward. Claire is the ultimate professional – extremely knowledgeable, easy to communicate with and always willing to explain matters in plain English. I would highly recommend Claire to anyone.
Claire has the patience of a saint. Nothing is too much trouble for her. She always puts my interests first and spends time ensuring I fully understand advice and help she provides. She also is very supportive on a personal level and I know that no matter what I can call and ask her anytime. Her service is exceptional and I am happy to recommend her.
We highly recommend Claire. Our finances were messy and we needed help to sort out and simplify things. Claire visited several times and was so kind and helpful. Nothing was too much trouble. We would not hesitate to recommend her. A thoroughly nice lady with tonnes of patience.
Claire came to us highly recommended and over the last few years she has been a joy to work with. Claire has a way of making you feel very comfortable, nothing is too much trouble, we both know that she has our best interests at heart. The time, care and service she provides go above and beyond what is expected and what has been our experience in the past. We would not hesitate to recommend her to anyone.
Claire is always available to help and guide us. Over the years she has provided us with sound and trustworthy advice. The service and support has been exceptional and I would not hesitate to recommend her to anyone. Five stars all the way.
Claire has been my personal financial adviser for many years I over this time to find her honest , helpful and has never given me bad advice. Claire has always made herself available when needed I would not hesitate in recommending her to anyone.
With my wife we have been very pleased to work with Claire since early 2014 when she took over providing us with financial advice. During this time Claire has supported us with accurate and reliable guidance as we have progressed from full-time working into retirement. My father is in his nineties and we also look after his financial affairs with Claire's help. Claire supports us with decisions on investments, pensions and succession planning and has always been available when most needed. Five stars from us.
After a very daunting and surprising little windfall - Claire was recommended as the person to talk to, to help me look after my funds. I was clueless and worried about my next steps. I met Claire and she talked everything through with me and without any hesitation, knew what would be best. Claire has tremendous technical expertise and experience to manage my funds. Claire is straight talking and professional, but personable too and cares. That's a rare and invaluable find. I used to worry, but now I don't, because above all, I know I can trust Claire completely.
Claire has looked after us and helped us plan and grow our finances over several years. We consider her to be a great support and help. She always provides the best in service and care and we would not hesitate to recommend her to friends and family.
Claire shows patience and understanding at all times. She clearly understands my concerns, put my interests first and provides sound and trustworthy advice. The care, service and support from Claire has always been excellent, something I value greatly and I would not hesitate to recommend her to anyone.
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.