Helen and I were extremely happy after our six month review with David. During the meeting, David gave a very comprehensive update that we both felt was very positive, both currently and looking to the future of the fund.
I want an adviser who is open, honest and approachable. Someone who will make decisions on my behalf but in the spirit that I dictate e.g. low risk investments. Someone who takes the stress out of investing. No hidden costs or charges. St. James's Place ticks all the boxes.
I am confident that I can make contact with Stephen whenever I wish and that I will receive up to date and appropriate advice.
David has provided excellent support and advice on our retirement planning and investments. It is always a pleasure to deal with David's exceptional service. We would, without hesitation, recommend David and his team.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
I have found Stephen to be utterly professional in all his dealings with me over the past 12 months. He is easy to contact and responds promptly to requests, proving lucid explanations. He is efficient and pro-active yet never adopts a hard sell approach. He provides a personalised service tailor...