An Associate Partner Practice of St. James's Place Wealth Management
Based in between Salisbury and Bath, I provide wealth management advice to clients in Stroud, Ross On Wye and the South West of England.
We offer an excellent wealth management service which will help you achieve your goals
Jeremy has a wealth of experience in financial matters and has offered me sound guidance over the last few years. More than this, he is a good listener and accessible on a human level. This has resulted in my having a good understanding of his advice before making important financial decisions. Once decisions are made Jeremy acts quickly and efficiently to affect them. I thoroughly recommend him.
This is just a quick note to thank you for all your help and assistance over many years. I am particularly grateful for your advice with regards to the critical illness cover which myself and my (then) husband took out 8 years ago and the fact that you recommended that I keep the cover following my divorce. We all live in our little bubbles and think that nothing bad is going to happen to us. However, a year following my divorce I was diagnosed with a benign brain tumour. Due to your prompting, the insurance company telephoned me and made me aware that I should make a claim. To my great surprise they paid out, allowing me to have funds to have a new kitchen and pay off my mortgage! As a single mother I am now in the position that I am secure in the knowledge that my daughter and I will have a roof over our heads should my health deteriorate in the future and I am unable to work.
I was referred to Jeremy from a friend at work about 10 years ago to invest some money. Jeremy is polite, knowledgeable and no pressures on us to invest. He sorted out piles of all our paperwork we had and explained what each thing was. We are very happy with his advice and investments we have done and even through the credit crunch they performed well. We have recommended him to others and will continue to do so.
I have dealt with Jerry for over 20 years. I found him very helpful and polite. He has grown my wealth considerably over the years. He is always ready to help and come around whenever needed. When my wife died he came and helped me with all the paperwork and sorting out probate. He continues to check I'm okay now I'm on my own. I would recommend him to anyone.
Jeremy has been known to us for about 22 years now. He sees us regularly and gives us investment and pension advice. He looks after my son and daughter and I have recommended him to friends who have been very happy with the advice. He is honest, polite, and never the hard sell and always everything well explained. We all think of him as more of a friend than an adviser now.
We see Jerry a lot. He pops in to see me, making sure all is fine and well! We recommend Jerry to all people. Excellent service. He looks after our pensions and protection for the family.
I met Jeremy 20 years ago when I lived at home. When I left home he made sure my family were protected with life cover and critical illness. He is easy going, approachable and very reliable. He has seen a few of my friends who have been very happy with him. He is always very flexible and happy to see us in the evenings.
I first met Jeremy thirteen years ago when he became a neighbour. When my father died he helped me out with my finances which got into a muddle. Even if he sees anything today which would be to my advantage he will discuss it with me. I would recommend him to anyone looking for a financial adviser.
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.