Testimonials
Read some of the feedback received from clients.I have known Paul as my financial adviser for 30 years. At all times I have found the advice exceptional, putting my interests first. After the death of my husband, Paul went above all expectations to help with my financial affairs. I would not hesitate in recommending Paul and the team to anyone.
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.
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.
On the retirement of our previous adviser, Leanne stepped in to take the mantle. The transition has been seamless. She has continued to deliver clear and concise information and advice. Her input has been great, and our financial position reflects her ability.
Our adviser, Leanne Craven, is very supportive. She has taken time to understand our priorities and explained the options in plain, concise English, and built a plan to suit us. Communication is always clear and proactive, and we are very happy to have her looking after our future.
I think Lee is our 6th adviser, but I have to say, she is top of our pile. Clarity, understanding of our needs, communication has always been first class. Just very happy with her.
I was officially introduced to SJP via a relative. My husband and myself have been with the company for around 15+ years. The service and support have been excellent. As we are both over 70 now, the guidance given by Leanne in regard to not only investments and savings, but LPA and will making ha...
I have known Lyndsey for 2 years now and it has been a pleasure. Lyndsey always visits my home for face-to-face appointments and she is always available on the phone if I have any questions. I would highly recommend Lyndsey. Basically, she is amazing.
Lynsey has been our wealth adviser for some years now. She is extremely professional, trustworthy and diligent. She can be relied upon to provide up to date, accurate and meaningful advice. In addition, all our queries have been dealt with in a timely, efficient manner. Her services have played a...
Lynsey has been a great source of advice and guidance, and has always been able to answer any financial queries I have, in a professional, friendly and timely manner.
Since taking over our account, we have found Lynsey to be extremely knowledgeable on the Ins and Outs of the investment markets. She is always well turned out and we are confident she has our best interest at heart. Her service and support is exceptional and we would not hesitate in recommending ...
The service and support that Paul provides are exceptional. Paul provides timely and responsive information and support in an understanding and reassuring style. His knowledge and how he translates this into a personal and reliable delivery style are very reassuring.
