A Partner Practice of St. James's Place Wealth Management
Recognising that every client has unique requirements, we offer a bespoke personal service tailored to your specific needs and aspirations. We are committed to building long-term relationships based on trust, the highest levels of ongoing service and professionalism.
We offer an excellent wealth management service which will help you achieve your goals
My wife and I first met Michael 6 years ago when we were considering an investment. Having looked at several financial institutions we decided to go with Michael because of his professionalism/knowledge of the money markets and the plan he was able to put together which suited our needs perfectly. Michael gets our highest recommendation.
Michael has been my financial adviser for several years and in that time we have built up a good working relationship. I find him to be honest and sincere and his advice is always relevant to my particular needs. His service is first class and any problems are dealt with immediately. I would not hesitate to recommend Michael to anyone.
I first met Michael at another financial institution and I was extremely impressed with the investments that were made and, more so, with the courtesy and professionalism of Michael. Sadly (for me) Michael moved on from there and it was by chance that I met up with him at St. James's Place. Once again I am pleased to have Michael dealing with my financial matters in a totally trustworthy and professional manner. I would not hesitate in recommending him – this I have already done.
I have benefited for many years from Michael’s building and preserving of my Capital assets across a wide spectrum. He provides a service highly personal to myself – always honest concerning the progress of my account and initiating the most effective adjustments desirable in the way forward. Interviews are held on a face-to-face basis at his easily accessed headquarters in Newcastle upon Tyne. I recommend him wholeheartedly to all who seek a first-class service.
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.