An Associate Partner Practice of St. James's Place Wealth Management

Simon Turner Financial Consultants

Simon Turner

DipPFS SOLLA
My service is grounded in the highest professional standards. I recognise that each of our clients is unique and as such deserves a bespoke service, tailored to their own financial needs and future aspirations.

About

With well over 20 years experience in financial planning and after many years as an independent financial consultant, Simon Turner decided that he could offer a far better and more comprehensive service to his clients by becoming an Associate Partner Practice of St. James's Place Wealth Management.

Our focus is on maintaining long term, trusted relationships with our clients. We have found that whilst they share similar concerns, our clients all need individual solutions to solve their problems and achieve their aims.

Many clients have received financial advice in the past from other sources; however the overwhelming feeling is that it is fragmented, complicated or perhaps no longer relevant. To meet your objectives, financial planning has to look at the complete picture.
Prestigious industry status recognises the value I place on my development and gives clients the confidence that they are supported by one of the UK’s leading wealth professionals.
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Simon Turner

Penraddon, Hand and Pen, Whimple, Exeter, EX5 2PX

Monday
9am to 5pm
Tuesday
9am to 5pm
Wednesday
9am to 5pm
Thursday
9am to 5pm
Friday
9am to 5pm

Advice & Services

We offer an excellent wealth management service which will help you achieve your goals

Investment planning
Whatever your financial goals, create an investment strategy that helps meet your needs.
Protecting you and your finances
Insurance and protection products to help safeguard all that you hold dear.
Retirement planning
Careful pension planning is vital for a long and comfortable retirement. Learn more about your options.
Banking and mortgages
Make your finances work harder with mortgages and access to specialist banking services.
Corporate services
Helping entrepreneurs and corporate directors manage their personal, business and employees’ financial security.
Other specialist services
A network of professional specialists is on hand to provide all the help and support you’ll need.
Exploring Intergenerational Wealth Management
Intergenerational wealth management helps families use their collective wealth to support each other across their lifetimes.
COVID-19
Here to support you and help to provide peace of mind in this uncertain time.
Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.

Insights and E-Briefing Service

Visit Insights to read articles and news to help you make informed decisions about your wealth or sign up to the E-Briefing Service; a personalised email communication service that keeps you informed on the issues that might impact your wealth.
Simon Turner provided me with an excellent financial planning service and I highly recommend him. He has a very professional approach and his explanations were clear and informative. The expert advice and guidance I received proved very effective. I continue to value the provision of reviews which ensure that my financial security is maintained.
Dawn R. Cutts (Head Occupational Therapist) | Whimple Devon
It is fair to say that you would expect honesty, trust and integrity from a financial adviser. We believed there wasn’t one until we met Simon Turner. Every so often, in a lifetime, you come across a stone that when upturned you discover a pot of gold. Simon has shown us that stone and mapped that route.
Dr Sonya Hamzehnejad-McCann (Dental Surgeon) | Lee McCann (Business Owner), Harley Street, London
Simon Turner has helped us greatly with our financial planning and investments for many years. When considering our current and future needs we know his sound advice and recommendations are based on thorough research and years of experience and that we never feel pressurised into making decisions. We have great confidence in Simon and regard him as a reliable and trustworthy financial adviser and a valued family friend.
Mr & Mrs M.R. Hopwood | Exeter, Devon
Simon has been our financial adviser for the last 15 years. We have always been able to pick up the phone and talk to him on such diverse matters as income protection and tax efficient investments. He has without fail given us sound counsel. We have recommended him without hesitation to friends, family and business colleagues.
Richard Ecclestone (Managing Director) | Karen Ecclestone (Remedial Massage Therapist), Dorset

Why Choose St. James's place?

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.

Our investment management approach
A number of carefully selected external managers of outstanding ability manage our client funds.
St. James's Place Charitable Foundation
Over £93 million has been raised for our charitable arm, changing the lives of children and young people.
Award winning service
St. James's Place are pleased to have won numerous awards over the years, voted for by industry experts and the public.
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St. James's Place Guarantee

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.

Simon Turner
Simon Turner Financial Consultants