Senior Partner Practice of St. James's Place Wealth Management
“Adam has been my financial adviser for over 15 years, and is now someone I trust above anyone else. From the beginning it was not just about investing money – our discussions were always about my life and my future needs. It was all about the long term and to build a lasting and strong professional relationship. Like many of us we have our good and bad times and this does effect our investment decisions. Adam looks at the bigger picture and not short term to guide me in the right way. I can honestly say that Adam has guided me well with trusted and sound advice and is also now a very good friend. He is one of the most professional people I have met and is a credit to himself, his financial partners and more particularly his clients.”
“Not just the evidence of good investment decisions but a really deep understanding of my ambitions (and fears!). A meeting with Mark is like a financial spring clean with added well-being benefits. I’m a fan.”
“Sharon has provided me with excellent service and support, keeping me informed at every stage. She explained things very clearly and I feel my needs have been well addressed. I am delighted to recommend her.”
M Newton, Self Employed
“It was such a huge relief when Jon ‘sorted me out’ financially, with such immediate warmth and understanding. He is extremely dedicated, thoughtful, kind and fun efficiently working out a client’s needs, his continual service and support is marvellous. I would certainly recommend him to all my friends.”
Christine Measures, Artist, Southwell
“Since becoming a client of Sharon, I have received regular sound professional advice regarding my financial needs. I particularly find our meetings interesting and informative, and unlike previous experience with other advisers. I feel my views are taken into consideration in the planning process. I would strongly recommend Sharon to my friends and relatives for their financial planning needs.”
Robert Thiroff, Global Director, Great Oxendon
“Rob McKenzie has always given us a very good service. Recommendations are thoroughly checked and presented; our understanding is also clarified at each stage. Rob works in a sincere and diligent manner. We would not hesitate in recommending him.”
P J Atkinson-Gregory, Managing Director, Belper
“Steve was referred to us by our accountant. A number of years ago. We have been very happy with the services provided. Steve has proven to be both trustworthy and reliable. He has always provided knowledgeable expert advice and been very professional with both our personal and business finances.
“I would not hesitate in recommending Steve for any future client as I value his help, advice and support immensely.”
“Jon Lee has been my financial adviser for many years. Keeping a keen eye on the markets, he keeps abreast of current trends and makes appropriate adjustments to policies with good effect. He is very approachable and responds quickly to messages. As a result of these qualities, I feel financially safe and secure and I have no hesitation in recommending Jon to anyone who is seeking an excellent financial adviser.”
C D Pocknell, Retired Counsellor, Solihull
“I found Sharon very helpful and informative when I needed help with managing my financial matters and savings. She was very clear in her explanations and patient when explaining my options to me. I would recommend her to anyone who wants to sort out their financial affairs.”
“Sharon is always professional in her approach to my personal finances. She is very knowledgeable and I can always trust her advice. I would certainly be happy to recommend her to anyone.”
Software Developer, Towcester
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.
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.
Throgmorton Associates Wealth Management Ltd is registered in England and Wales, Number 06905060. Registered Office: The Cedars, 3 Broad Street, Enderby, Leicestershire, LE19 4AA, England.