A Partner Practice of St. James's Place Wealth Management
I would like to offer all new and existing clients the opportunity to review your financial aims and aspirations at a time convenient to you.
We offer an excellent wealth management service which will help you achieve your goals
First class service from Jonathan, I would highly recommend, explained everything in detail. Look forward to working with him in the future.
Jonathan gives clear, honest advice on how to best invest. He is friendly, appropriate but for most trustworthy. I am a very happy client and have no hesitation friends to Jonathan for investing advice.
In reference to the services provided by Parfitt Financial Planning g Ltd, I would like to say a big thank you. I will also point out what a pleasure they are to deal with. Mr Parfitt has always been easily obtainable and very clear making the whole process very uncomplicated and straight forward. I would not hesitate to use their service's again and recommend to others.
I always recommend Jon Parfitt to friends and colleagues. The service we have received from him over the past few years has been exceptional. He is trustworthy, professional and courteous.
Jon has been very inspiring and helped me over the last 7-8 years, in a number of ways. I have never been so well off. I would, and have recommended him to my friend.
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.