Testimonials
Read some of the feedback received from clients.As clients or Regency Financial Planning we have confidence in Peter's professional advice. He took the time to understand our personal situation and used this to advise accordingly on appropriate investments. Peter demonstrates a client-first, no-pressure approach to his work, responding quickly to...
It's twelve months since I moved my pension to St. James's Place. I'm extremely happy with the service Adam has provided. Always on hand when I have any questions, would highly recommend him to others.
Peter from his first visit has been first class, clear precise information, friendly and efficient service, always returns calls and genuinely wants to do the best he can for you. Highly recommended to me from personal friends and I would not hesitate to recommend his services to anyone.
He is always sincere with his advice and I have found this to be accurate, understandable and up to date. I have no reserve in recommending him to anyone.
Peter Whittaker has been our financial consultant for a number of years and he has guided us carefully through the ups and downs of the financial market. He has assisted us to make our own decisions and thus far we have been happy with our returns. He is always welcome at our home and we recommen...
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.
Past performance is not indicative of future performance.
Cheerful, approachable and efficient are words best used to describe my Partner. I feel she has my interests at heart, and our discussions are informed and relaxed. I recommended her to my family who are now similarly pleased with her service.
The service has been excellent. I am really happy with the advice and help given to me in order to plan my future. My consultations have always been done in a friendly and informal way. I would definitely recommend Laura.
I would like to take this opportunity to thank Michelle for the great service she has provided with regards to my financial assessment. I found her to be professional from start to finish with an excellent knowledge of available options for me with regards to my pensions, life insurance and criti...
Peter Whittaker has been our Wealth Management Consultant for around 7 years. We trust his integrity, his sound judgement and the quality of his advice, to a very high level. We regard him as a friend, and appreciate his hard work in looking after our best interests. We have recommended him to ot...
Matt always puts my interests first by giving sound and trustworthy advice. The advice and support is exceptional. I would not hesitate in recommending him to anyone.
