An Associate Partner Practice of St. James's Place Wealth Management
At Houlcroft Wealth Management, we provide bespoke wealth management advice to private and corporate clients. Supporting you to realise your goals and ambitions through long term, pro-active relationships tailored to your needs.
We offer an excellent wealth management service which will help you achieve your goals
Having been introduced to Darren through a colleague I was very happy with the help provided. With no background and knowledge in these areas it was great to have Darren to keep it simple, clear and work out how to best manage both what we need now and what we can look for in the future. Could not be happier with meeting and working with Darren.
I've known Darren for a number of years and when I heard he'd become a financial adviser, I was keen to understand how he could help me and my partner plan for our retirement and future prosperity. He patiently took the time to understand our current situation, priorities and future plans. He helped us to work through our options and using cash flow modelling tools, helped us to understand our various scenarios at retirement. On top of that he reviewed and saved us money on our existing protection policies. He is honest, listens carefully, and is thorough in his analysis and projections. We are both delighted with the service and support we have had from Darren and would not hesitate in recommending him to anyone.
Being able to trust the person that is helping us to look after our finances is the primary factor why we asked Darren to help plan for our future. We have known Darren & Rachel since 2006 and I worked close with Darren for a good number of those years. In a short period of time we have unraveled and simplified our pensions, shares and savings and we can now see how more secure our future should be.
The experience of working with Darren has been a real eye-opener for us as a family and he has greatly helped us to understand our financial situation. His expertise in converting the numbers into real world situations has made it very straight forward to make decisions. It has been a real pleasure to work with Darren and I would highly recommend his services.
When making financial decisions about your and your families future, trust and integrity are paramount. I have known Darren for a number of years in a professional capacity. Most recently as an investment adviser. His advice is well thought out, and I would not hesitate in recommending to friends and family.
Darren has provided detailed financial advice in a very courteous and professional manner. Always attentive and informative, I have no hesitation in recommending Darren to others.
Darren Houlcroft has provided me with invaluable trustworthy advice. He is putting my interests first and the service and support is exceptional. I would not hesitate in recommending Darren to anyone.
Darren has just completed an exercise to sort out my pension (or lack of) and has proven to be a very professional partner. I can highly recommend his services.
As new entrants to wealth management my wife and I needed to be confident in our decisions and have clear guidance. Darren quickly understood our position, identified our financial goals and then clearly set out a plan to achieve those goals. One of the most trustworthy and professional people I know, I fully recommend Darren to take care of your financial needs.
I have known and worked with Darren for about 10 years in his previous roles in Telecoms. It was fantastic that he decided to look for a new career to give him the opportunity to start his own business and look for new challenges. As a business owner myself with a busy work and family life, when I found out Darren had qualified as a Financial Adviser at St. James's Place, I thought it was a great opportunity for him to review our financial affairs. As a family, to ensure we were fully protected and our Investments were working hard enough was important for us, but to also help us build a plan to achieve a high quality of living in retirement. Darren looks at all aspects. what our overall goals are, what we wanted to achieve over the short, medium and long term as a family. He is highly professional, structured and has the expert financial knowledge to support us for many years to come and would recommend the services of Darren at St. James's Place Wealth Management.
Upon meeting Darren his professional manner and conduct put our minds at ease. He took his time to explain all suitable products to us and worked above and beyond what we expected from any adviser. Darren's attention to detail, support and service throughout the whole process has been exceptional. We have put our trust in Darren and would highly recommend him to others.
Since meeting Darren three years ago working together in Ericsson, I was delighted to see he took on a new challenge in Financial Services and to fulfil his aspiration to setup his own business. I have now become a client of his and even though new to the industry, I have appreciated his high quality financial investment advice about a range of issues around pensions and investments. Each contact is very well prepared, professional and focused with the right mix of good sense of humour. What I feel is special and added value is Darren makes sure he understands and takes an interest in my own goals and objectives and supports me in much broader discussions about my own business and personal life. I consider Darren not just a friend but a colleague and a great advocate for St. James's Place Wealth Management.
It is refreshing to have an honest and trustworthy adviser to support myself and Elena in providing protection for my family and create a plan for retirement. I would have no hesitation in recommending Darren to anyone seeking advice.
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.