A Partner Practice of St. James's Place Wealth Management
As Director of Moneta Wealth Management Ltd I have been a Financial Planner since 1986 taking a five year break from 2001 when, as a family, we moved to Canada where we ran our own business. In 2008 I took the decision to become a Partner Practice of St. James's Place Wealth Management.
We offer an excellent wealth management service which will help you achieve your goals
He has always provided us with good honest advice and explains things clearly and thoroughly. Very happy with his services and advice. Nothing is too much trouble. I would recommend him to friends and family.
Ian has always given me very sound and professional advice when discussing my financial affairs. Therefore I would not hesitate in recommending him to anyone for the service and support he provides.
Ian has been a great help to me, both with regards to my personal finances and also Company related pension issues. Advice is always good and very clearly explained. I would be more than happy to recommend him to anyone.
A totally trustworthy and honest adviser regardless of ones means. Pays attention to detail and is always up to speed with the Global Markets. His professionalism and sensitive support during difficult times is extremely refreshing. I would have no hesitation in recommending Ian to anyone.
Ever since I was introduced to Ian I have had complete faith in his help and judgement. I was at a loss as to what needed doing when my husband died. His kindness and service is always spot on and I feel very comfortable with his sound trustworthy advice.
I would be very happy to recommend Ian to anyone who wants friendly and very professional advice. He has always been easy to contact, easy to talk to and concerned about my requirements.
He has always been very efficient in the handling of my account. Any queries have always been handled very professionally. Any queries I have had he has always given me good advice and he has my trust completely. I would certainly recommend him to my closest family and friends.
I much appreciate the close personal attention which Ian always quickly provides when required or requested but equally acknowledge with thanks the fact that he does not constantly bombard me with unnecessary communications or other material. I fully trust the advice he proffers and his willing acceptance of my opinion even if it differs from his. In brief he tailors his excellent service to my stated requirements.
Immediate response with detailed advice and attention. No hesitation in recommending Ian to prospective clients.
I would certainly recommend Ian Boalch as a financial adviser. It was good to find someone who I felt I could trust and who I believe is always concerned for my best interests.
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.