A Senior Partner Practice of St. James's Place Wealth Management
The heartbeat of my firm is to provide suitable advice on investment planning, pension planning, pre and post retirement planning, protection and estate planning and in the process develop and maintain meaningful relationships with my clients.
We offer an excellent wealth management service which will help you achieve your goals
Jonathan has a unique ability to focus on what is important for a client. From our first meeting he was able to give me good advice on the best course of action to take in the management of my financial resources. Our meetings have been very useful and extremely productive.
I have certainly found Jonathan, Susan and all the staff to be professional, helpful, understanding and considerate of my needs, giving sound advice.
From my very first meeting, Jonathan's advice and guidance has always been excellent and insightful. He understands what my priorities and concerns are and I leave every meeting with a confidence about the decisions that he has helped me make and I would not hesitate in recommending him to anyone.
He was readily accessible throughout the initial stages of registration and this personal approach has continued in the years since. The advice given was not only professional and easy to understand but has delivered exceptional results year on year. I have no hesitation in recommending the service to others and regularly do so.
The service Jonathan provides is invaluable to me, I would be lost without him. Everything is explained in simple terms and I am always confident he has my best interests at heart. After each meeting, I have a clear idea of my financial priorities and how I am moving towards reaching these goals.
Jonathan is always on hand to assist me when I need him. I trust his advice and appreciate him keeping in contact to ensure I am happy with my investments. He explains things clearly and I would not hesitate in recommending him to friends and family.
Jonathan has been advising me now for several years and I have always found him to be efficient, approachable and reliable. He has always delivered sound advice in a knowledgeable manner which didn’t require an honours degree in economics to understand and this has been proven with the resultant financial rewards.
I, and my clients, have been using Jonathan's services for several years now and we are delighted with the advice and service provided by Jonathan and his team during this time.
Jonathan Finlay has been my Financial Adviser for the past three years. Jonathan's advice and professionalism have been, and continue to be, outstanding. He has advised and assisted me in a trustworthy manner ensuring the right spread of investments have been selected to provide for my future needs.
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.