A Partner Practice of St. James's Place Wealth Management
Our aim is to provide clients with a full range of financial planning services.
We offer specialist advice and services in Investment and Inheritance Tax Planning. We also offer pre-retirement and at retirement planning, with all options available to the clients.
We offer an excellent wealth management service which will help you achieve your goals
Ralph has been my financial adviser for 10 years and prior to this advised my father. I cannot speak too highly of the help and advice I have been given over this period. This has been particularly impressive given the backdrop of the 2008 global economic crisis. During which time my portfolio has been both healthy and well maintained, what more can I say, I would not hesitate to recommend him to anyone.
Ralph has always offered sound, understandable financial advice in a professional and personable manner. He has been readily accessible to answer queries, and has provided welcome regular reviews of my investments in relation to the ever changing financial outlook and my personal situation. For these reasons I can confidently recommend his services.
Having heard good reports of Ralph Platt of ‘Life Matters Wealth Management Ltd’ we arranged a meeting to discuss investing a sum of money to generate a set amount during retirement. The meeting allowed everyone to discuss in detail needs, wants, life style, financial position, various investment opportunities along with the levels of risk. Ralph showed a great deal of care and understanding, he clearly wanted to ensure he fully understood our needs and wants, and that we fully understood the alternative investments available, and their risks.
Following the meeting, Ralph produced investment plan for us to consider which set out his understanding of what we required and how it could be achieved. We implemented all Ralph’s recommendations and have tracked them for the last three years and they are achieving the returns within the envelopes discussed. We have found Ralph to be very trustworthy and caring and would have no hesitation whatsoever at recommending his services.
Ralph Platt has provided my wife and myself with very helpful and reliable advice and guidance on our investments over a number of years. He and his excellent and efficient staff at Life Matters have helped us to understand the complexities of the financial system. We have no hesitation in recommending other people to use his services.
We have known Ralph now for a good number of years and as a friend (new found) his advice came at the right time for my circumstances at the time.
It is always reassuring to know that he is there to discuss and advise about new financial arrangements and keeps an eye on the ball with any changes that to be made along the way with my current savings.
Having somebody like Ralph means we can carry on with other important matters that affect our lives.
Ralph Platt is a man of integrity whom I have felt confidence in handling my financial affairs and is a good ambassador for St. James's Place. I never feel pressurised with our informal consultations and very often take heed of his advice. I have no hesitation in recommending him to my friends and will continue to do so.
Ralph has been helping me manage my finances for over the last 10 years. He has listened carefully to my opinions and aspirations and has given me excellent advice on how to achieve my goals through sensible investment. As a consequence, my investments have increased in value at a rate that is surprisingly good considering the recent economic climate. Thank you for your invaluable expertise and professionalism.
We have known Ralph for a number of years and find that he has given us invaluable advice on many occasions. He is friendly, very approachable and explains things in a way that makes them easy to understand. We would not hesitate in recommending his services to anyone looking for expert help and advice.
I have always felt confident or at ease having Ralph manage my financial interests. He is approachable, explains any queries in laymans' terms and is always helpful. I would and have recommended Ralph to a number of people and would never hesitate doing so in the future. A first class service.
I have always had complete confidence in the advice and recommendations given by Ralph. With investments of low to medium risk, I have been pleased to see an excellent return and also an increase in value.
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.