A Partner Practice of St. James's Place Wealth Management
My core values focus on building long term, high trust relationships with clients. I believe that financial services is very much a “people business” and am committed to providing excellent levels of service at all times.
We offer an excellent wealth management service which will help you achieve your goals
Melinda helps me to be sensible with my money. She gives me sound advice and is very trustworthy. Her service and support has always been exceptional. I would not hesitate to recommend her to anyone.
Melinda has been our financial adviser for many years and we were more than happy to remain with her when she formed O’Loughlin Wealth Management.
Throughout our association she has given us accurate, appropriate advice and has always acted in our best interests. We have developed a close relationship based on trust and have already recommended her services to several of our colleagues. She advises three generations of our family and we anticipate this will continue.
Melinda has been providing financial advice to my family since 2008 and has consistently demonstrated sound and reliable guidance. Melinda places trust and integrity at the forefront of her service and we welcome her input to keep us organised for the long term regarding more complicated financial matters.
Mrs Melinda O’Loughlin handled both my brothers and husbands estates and proved to be an outstandingly good financial advisor, well informed, efficient and carried out all discussions in a sympathetic, friendly but confident way. Her sound advice proved to be very beneficial both for the present and the future. She is very reliable and gives her time generously to achieve a successful outcome. I confidently and thoroughly recommend her to anyone.
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.