A Senior Partner Practice of St. James's Place Wealth Management
My commitment is to you, my client. I honour this commitment by building long lasting, meaningful relationships that sadly seems to have disappeared from most other areas of the Financial Services industry.
We offer an excellent wealth management service which will help you achieve your goals
Jacqui has been fantastic, always available, very flexible in communication methods, always puts my interests first. Highly recommended.
Jacqui is a great sounding board for ideas and advice. She is knowledgeable and totally appreciative of the situation and gives good, confident advice that you (I) can act on.
I would, and have, personally recommended Jacqui to friends and family. She impressed me with her excellent working knowledge of the options available and took her time to understand my investment needs. Jacqui has always been very professional, efficient and flexible and I look forward to a long lasting relationship with her.
Jacqui Bevan has always given me the best advice for me, my circumstances and preferences. She has always highlighted the pros and cons of any choice I have discussed with her. She has always been extremely responsive. I would not hesitate in recommending Jacqui to anyone.
Having built a significant investment portfolio myself, I have been working with Jacqui Bevan for nearly ten years. Her knowledge of the market is good, her advice is easy to follow and her explanations are authoritative. I would recommend her to anyone who is determined to become financially self-sufficient. – Chemical Engineer
I have found Jacqui a very competent and helpful councilor through all the years I have used her service. I trust her completely to manage my money and feel that I can always count on her excellent advice.
The joy of Jacqui is that she is proactive in dealing with my finances – I don’t have to ask her to consider whether there are better ways of dealing with my investments – she is always there first. Jacqui has turned my financial life around from the fear of having to sell my house on retirement, to my house being paid for and a goodly sum invested to provide additional funds for my retirement.
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.