An Associate Partner Practice of St. James's Place Wealth Management
My ethos is to ensure each client receives sound advice and a bespoke ongoing service plan to suit them. This maybe a quarterly "catch up" or a yearly meeting. Others prefer sporadic reviews, but have the peace of mind knowing that they can contact me as their adviser directly, anytime they need guidance.
We offer an excellent wealth management service which will help you achieve your goals
Joel was always very prompt to respond, he answered all my questions and provided me with all the explanations in a professional and friendly manner. I felt I could ask him anything He assessed my needs and he put together a portfolio and went through it with me in detail. He has also provided me with invaluable assistance in recommending other professionals who could help me with other financial issues such as will writing and an accountant. I will certainly recommend his services.
I need help with the management of what money I have available for living a responsible lifestyle. I could be considered vulnerable as a woman on her own, with little knowledge of the financial world, but Joel puts my mind at rest with his advice and support. He keeps me fully informed on a regular basis of how my funds stand and if I have any questions at any time I can contact him.
Having just turned 50, I wanted to consult with someone to assess whether or not my savings and investments were on track to provide for a comfortable retirement. Based on a recommendation, I contacted Joel who took the time to assess my life goals and attitude to risk in a language that I could understand. His friendly, no pressure approach to financial planning has been invaluable to be and I’m now more informed about pensions, savings, investments and tax in a way that I can make smarter financial planning decisions. With Joel’s continued support at a level which suits me, I am much more confident that I can progress towards my targets for financial independence.
I have known Joel O’Hara for around 2 years, St. James's Place being recommended to me when I was approaching retirement. Joel put me totally at ease from the outset and I found him to be friendly, engaging and easy to talk to. I was impressed with his personalised professional and knowledgeable service and with his astute advice, which was tailored to suit my specific needs and future aspirations. I felt very comfortable to place my financial arrangements into Joel’s care and have been pleased with his continued personal contact and performance updates. I look forward to a continued relationship with Joel and wouldn’t hesitate to recommend his services.
Joel we would like to express our thanks for the work you have done for us over the past years. The expertise and attention to detail with which you have handled our financial affairs could not be faulted. Particularly reassuring to us is our feeling of certainty in the absolute integrity of your dealings with us. We look forward to receiving your professional advice for our financial management throughout our retirement. May you prosper, along with your clients.
After much debate and soul searching, I decided to transfer out of my corporate pension scheme. Joel was highly recommended by friends and colleagues alike. His professionalism and easy going manner combined with a wealth of experience, made the process easy and straightforward. Joel has great communication skills and patience, I was always kept informed of both progress to date and the next steps. Joel also rearranged my mortgage for a much more competitive rate. I would highly recommend Joel to anyone looking for professional and reliable financial advice.
I have personally used Joel’s services, his advice is clear and helpful. He is incredibly professional and always delivers on what he says. I have also asked Joel to support my mother through a challenging time. My father passed away and she was overwhelmed with the accounts, pensions, ISA ‘s etc. Joel dealt with my mother in the kindest, sympathetic way. She really needed a no jargon person that she trusted and for that reason I wanted Joel to help her. She is now feeling like she understands her finances and knows where everything is. I have also recommended him to a close friend of mine who has also given a very happy customer review to myself. Joel comes highly recommended by myself and my mother. Many thanks Joel.
Joel is a very knowledgeable and professional financial advisor. He has provided me with person-centred financial advice for the past 4 years and his ability to focus on one’s individuality is commendable. From the moment I met Joel, I felt comfortable with his presence. As well as having a great sense of humour and a calming disposition, he possessed the right attributes to assess my financial and family situation pragmatically as I am the main carer for my disabled mother and disabled son. Joel is dependable, responsible, honest and courteous. He continually travels the extra mile to ensure my financial plan meets the needs of my family and myself. I would unreservedly recommend his services.
Knowing Joel for almost 10 years I don’t think I can speak highly enough of the help and service he has provided me with Mortgage, financial and Pension advice. In mid-2013 I was looking to buy my first property and successfully had an offer accepted in late 2013. From the very start of the process to the very end Joel was able to give me advice on my finances as well as help me secure a Mortgage. In conjunction with this, his advice and assistance allowed me to successfully select Solicitors and insurances allowing for me to move into my Property within 4 months of offer acceptance.
Beyond this Joel’s experience and skills helped me when renewing my Mortgage after the initial fixed term period, allowing me to reduce the repayment period while also slightly reducing the monthly repayments. Since using Joel I have recommended him to a number of Colleagues and Friends who have also used him and commented on his professionalism and “know how”. With Joel I would say it is not just his intelligence but also his “Soft Skills” which allows for people including myself to feel very comfortable and understand everything he assists with. I will continue to recommend Joel based on the Excellent job and advice he has done for me personally as well as the friends and family I have trusted him to help.
Joel initially worked with us to remortgage our house and has proved to be a necessary ally in the financial world. By ensuring our best interests were kept central to his approach he has performed a masterclass in financial planning. He works tirelessly, efficiently and imaginatively to achieve the best products available to benefit our circumstances. He never makes a promise he is unable to keep, he works beyond what is you can reasonably expect giving you confidence that you are in a ‘safe pair of hands’. We are significantly stronger financially and have shed all the dead wood which was holding us back. He has played an essential role in facilitating our financial fitness and I am delighted to work with him, he’s a gem.
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.