A Partner of St. James's Place Wealth Management
My clients include business owners, directors, senior management, legal professionals and City traders. All have individual and specific requirements and therefore the service I provide is bespoke to each client’s individual objectives and aspirations.
It is fundamental that I get to know my clients well - and they get to know me – so that we are able to work together and forge long-term relationships built on mutual trust and understanding.
We offer an excellent wealth management service which will help you achieve your goals
We have received financial advice from Rabeya for well over a decade, from when we started planning ahead for old age. We have consistently received excellent, reliable and sensitive advice from Rabeya, who always remembers all our details. She has done very well for us over these difficult years. She is expert, delightful and tailors her advice to our needs, clearly explaining everything and acting promptly and efficiently on what we decide
Rabeya has always put my interests first by giving sound and trustworthy advice. She quickly after a short discussion was able to identify my initial financial shortfalls. Rabeya understood my concerns about taxation, particularly being a medical professional. Everything we discussed was relevant and to the point. She made the meeting very relaxed and gave a clear concise explanation of concepts. I would not hesitate to recommend her to anyone.
Rabeya has been providing me with financial advice for nearly 10 years. I took early retirement/voluntary redundancy and needed advice on how to enhance my income whilst maintaining the value of my capital. I still have most of those investments in place and the income to date plus the current capital value far exceeds my original investments. We meet at least once a year to tweak my investments as necessary. Rabeya has always advised that I have a good mix of investments so that if there are problems with one type I should be ok with the others. She is very easy to talk to and explains things in a simple way and takes an interest in my family.
Rabeya Islam has been our financial adviser for several years. Her efficiency, knowledge and professional approach have been matched only by her warm, pleasant manner. She combines a sound knowledge of the markets, taxation and related matters with a good understanding of her clients' requirements and objectives: an efficient and excellent 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.
The Partner 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.