An Associate Partner Practice of St. James's Place Wealth Management
I feel it is my professional and personal responsibility to help clients achieve their lifestyle objectives, that all inheritance planning takes into consideration relevant taxation issues, wealth and investment is managed and grown within a remit of ethical responsibility and by keeping clients frequently updated on status. If you feel my services may support your financial planning objectives, please call so we may discuss or arrange to meet locally in Essex or in London.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The levels and bases of taxation and reliefs from taxation can change at any time. The value of any tax relief depends on individual circumstances.
We'll help you find the right investments so you can achieve your financial goals
Clive Lewis has been my financial adviser for approximately 20 years. We usually meet once a year for review of my portfolio and any changes he suggests in the light of current circumstances. He knows my ethical preferences for investments and gives sound advice. He is always polite, friendly and thoroughly professional. I would have no hesitation in recommending him.
I have known Clive Lewis for a number of years pre-dating his joining your organisation. I have always valued and followed his advice which has always been to my advantage. I've always found him very personable and have enjoyed the pleasure of his company on numerous occasions. Clive would always have my unreserved recommendation.
Mr Lewis has been our adviser for some years. He is always approachable and makes his advice, which has always been sound, easily understandable. We know we can rely on his integrity in referring his advice and support.
Clive has always been extremely helpful. Over the years he has always given excellent advice. I would not hesitate in recommending Clive to anyone.
Clive was recommended to me, I have always found him to be extremely professional and polite. I look forward to continuing our business association.
Clive is very friendly and professional in his approach. He has always given us sound advice and explains options extremely well. Our investments have all been successful. We would happily recommend him to anyone.
Clive Lewis has been my financial adviser for about 10 years. He was recommended by friends who have been Clive's clients since he worked for the Bank. Clive's advice has been excellent and he has dealt with my finances in a professional and diligent manner. I cannot imagine anyone but Clive dealing with my finances, and with absolutely no hesitation would recommend him to any person seeking financial advice.
Clive was recommended to us a number of years ago. Since then Clive has been very approachable and gives me sound, honest advice which I need being a small investor. Over the years I believe that Clive has made wise decisions on my part after explaining the highs and pitfalls of investments. I do feel that I could easily recommend Clive to other investors.
Clive has always given us sound and trustworthy advice. His service and support have been excellent. We have recommended him to our friends and family in the past without hesitation.
We have been very fortunate in having Clive as our financial adviser for the past twenty years and in that time he has always provided sound and reliable advice. He manages to be both professional and courteous whilst at the same time friendly and approachable. Clive is also well prepared for our review meetings and is never hurried, ensuring we have a proper understanding of the matters under discussion. We have recommended Clive in the past and would not hesitate to do so again.
Clive has a very pleasant personality and I feel at ease talking to him in appointments. He has always given sound advice and answered question thoroughly. I would confidently recommend him to others.
We have always been pleased with the advice Clive has given us and we feel confident in the expertise and backing of St. James's Place, with whom our funds are invested.
Clive has been my financial adviser for many years. I have always found him to be the ultimate professional and someone I trust to give me sound advice based on my individual requirements. I would not hesitate recommending him to anyone.
He has always put my interests first, his advice has always been sound and trustworthy. He was always willing to answer any questions, giving his time and support. I would not hesitate to recommend him to anyone.
Clive took time to explain everything that I needed to know, his understanding and service made it feel like dealing with an old friend. I have already recommended him without hesitation to my colleagues and friends as a great person to deal with.
In regards to my testimonial on Clive Lewis, I think words wouldn't suffice to express the value of his service. He was contacted when my husband was diagnosed with a terminal illness to obtain financial advice. He gave professional advice taking every situation into account and felt as if we have known him all our life. The trust and professionalism he created was commendable. My husband has had few meetings with other companies but Clive was his choice. Clive never pressurised us and fully understood where our priorities lied. Once my husband passed away I just contacted Clive and he processed everything with ease. I have recommended him to my sons and in due course he will be contacted by them. In the meantime, I have to state undoubtedly what a positive progressive asset Clive is to your company and all his clients.
Clive is extremely helpful and knowledgeable within his field. He is the first port of call for any advice in relation to my finances. He has always put my interests first by giving sound and trustworthy advice. The service and support has always been exceptional. I would not hesitate in recommending him to anyone.
We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their 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.