A Partner of St. James's Place Wealth Management
Having over 25 years experience in Financial Services I firmly believe that careful planning can determine your financial wellbeing.
We'll help you find the right investments so you can achieve your financial goals
For some years, my wife and I have been somewhat unsure of the state of our finances. They were complicated as a result of an inheritance, various insurances plus pensions accrued over the past few years.
Finally, we asked Mrs Elsey to look into the matter. Following her detailed involvement, we now have a straightforward and easy to follow financial summary, for which we are extremely grateful.
Theresa Elsey has been my financial adviser for several years. During that time she has always put my interests first by giving sound and trustworthy advice. Theresa is knowledgeable and patient. She explains everything in layman's terms and will always go over points that are not immediately understood. Her demeanour is friendly and professional. She is consistently punctual and always returns calls.
The service and support that Theresa has given over the years has been exceptional. Nothing is too much trouble and she has reassured me on a number of occasions on how investments are progressing. I find her honest and straightforward approach refreshing and would not hesitate to recommend her to anyone.
We're not about selling products. Our network of experienced advisers pride themselves on building trusted, long-term relationships with their clients - only by doing so can they truly understand their 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.