A Partner Practice of St. James's Place Wealth Management
My aim is to help my private and corporate clients to build their wealth in a sustainable way, to use their wealth to meet their personal goals and ambitions and to secure their wealth and assets to pass wealth down the line for the benefit of future generations of their families.
We offer an excellent wealth management service which will help you achieve your goals
He is able to assess my financial situation and explains his advice in terms that are easy to understand. His knowledge is first class and he is genuinely interested in providing the best advice for my personal situation. I look forward to my meetings with him knowing that he will listen in a friendly and supportive way before giving me the benefit of his knowledge. I have no hesitation in recommending him to anyone looking for sound advice in these uncertain times.
Steven has been looking after our financial investments for the last few years and has always put our interests first and provided invaluable advice and confidence on investments and for future retirement planning. Steven is very personable and we would not hesitate recommending him to anyone for his exceptional service and support.
Steven Townsend has taken care to identify my interests, prepare and give sound advice. I feel well supported.
Steve Townsend's advice has been based around my personal needs and approach to financial risk. He listens to any questions I may have, and answers without financial jargon, and ensures I clearly understand what my investments mean, both short term and long term. Steven's approachable nature, and evident professional knowledge have given me confidence to invest over the past 5 years, and to continue in future. I recommend his calm, efficient services to anyone needing personal financial guidance.
Steven Townsend has looked after our financial arrangements for eleven and a half years. He has always given sound and trustworthy advice, putting our needs and interests first. We do not hesitate in highly recommending to anyone.
We have been a client of Mr. Steven Townsend for about 12 years, he has always given us sound advice and his support has been exceptional. We could certainly recommend him to anyone. We are very happy to still have his support in the future.
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.