A Senior Partner Practice of St. James's Place Wealth Management
My key aim is to provide a highly professional and personal approach to Financial Planning to both private and business clients.
We offer an excellent wealth management service which will help you achieve your goals
Marcel is very approachable, very organised, clear and hard-working. I'm grateful and reassured that he is helping to look after my finances and I'd be happy to recommend him to anyone.
I would like to confirm that Marcel Wilson has been extremely helpful and trustworthy with his advice regarding the investment of our monies. We therefore have no hesitation in recommending his services to our family and friends, and look forward to continuing our association with him and your Wealth Management company.
Marcel has looked after my investments with St. James's Place for many years and recently provided comprehensive and detailed advice on consolidating my Pensions and other investments on my retirement. He gives me confidence because he is positive in his advice and always available to talk to. I would thoroughly recommend him to anyone else. I would also like to commend Lise, Marcel's secretary, for her efficiency and pleasant manner.
I would and have recommended Marcel to my friends. He has always given excellent advice, is very knowledgeable and I completely trust him. He always responds promptly when I need to contact him.
Finally a financial adviser who advises and doesn't sell you a policy and then goes running for the hills. The service provides options for you to choose. I would recommend Marcel Wilson to anyone.
I am quite happy with the service provided by my St. James's Place Partner. Full and frank discussion has enabled me to review my investments and I will invest my money within wealth Management in the future. Service has been excellent and I will definitely recommend him to anyone making enquiries.
Marcel has been my financial adviser for 8 years, at St. James's Place, having previously advised me within my bank. He is personable and polite, understands my circumstances and needs. He provides excellent levels of customer service.
Marcel Wilson is a friendly and easy to talk to adviser who I feel I can depend on to invest and manage my assets according to my personal level of risk, without me having to get bogged down in the details.
Marcel has always given advice which has proved eminently suitable for our particular needs. The service and support has been second to none and I would be very pleased to recommend him to anyone.
Marcel came to us via a recommendation as we had previous investments in other areas that required a better return. we have found Marcel, friendly, cheerful and informative. He provides reassurance and support when needed. We have found him polite at all times of meeting each other. My husband and I would recommend him to others if asked.
After a depressingly large number of encounters by experts who would turn up and make me an offer I couldn't understand, I was contacted by Marcel. As a result in 2001 I transferred all my investments to St. James's Place. I believe this has been a great success. Anyone with funds available for investment would be well advised to have a talk with Marcel, it might save a lot of grief.
Marcel has always looked after my finances exceptionally well and gives very trustworthy advice, and should you need help at all he is very quick to assist. I would recommend his services to anyone.
I have worked with Marcel for many years, and find him to be trusting and reliable, and I intend to work with him in the future. I have no hesitation in recommending him to family, friends or business.
Over many years I have always found Marcel to offer what proves to be sound investment advice. His advice is straight forward and down to earth, even when the advice may not be of any financial benefit to his practice. He is always approachable and meetings are easily arranged to fit with my very variable schedule. I have no hesitation in recommending him to anyone for financial investment advice.
Marcel has provided critical illness and income protection advice and policies. I have regular advice on tax and investment opportunities. Marcel provided fantastic assistance when dealing with probate and helped through a difficult time. He is always there if any advice is required.
Finance is not my strongest subject, so I was grateful to Marcel for his ability to put me at ease and explain all my options clearly. We enjoyed a relaxed atmosphere which enabled me to make some sensible choices. I would be happy to recommend him to anyone (Alan).
Marcel looked after my parents’ finances very successfully for several years, so he was the natural choice when I needed help myself after my father passed away. His advice and support on pension and investment options for my mother and me has been sound and is always clearly explained, and he continues to provide an excellent service for the whole family. I’m very happy to recommend Marcel. (Julie)
Marcel is efficient and knowledgeable and makes the complex world of finance understandable, thanks to his easy manner.
Marcel has been most helpful in providing us with a suitable package for our needs with clear explanation, in layman’s terms, of how the package works. We could use a number of favourable descriptions to sum up Marcel’s professionalism & sound advice, but would rather state that we have no hesitation in recommending Marcel to all our friends and acquaintances.
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.