“For nearly 10 years Helen has given us exceptional service and advice; structured our investments so as to balance our income, tax liabilities, and our wish for a reasonable inheritance for our children. An intimate knowledge of our portfolio enables prompt responses to our unforeseen phone queries and her prior preparation of relevant advice leads to productive formal meetings. Helen and her team are approachable and obliging. We would recommend her to anyone.”
M Speed, Retired
“Helen has guided our investments with St. James's Place with very sound and professional judgement. Her advice and suggestions have proved to be most wise and trustworthy. She always puts our interests first, providing first class service and support. We have had, and will continue to have, no hesitation in recommending her to friends and colleagues.”
“After meeting Helen at a St. James's Place seminar, she came to our home, where we discussed finances and potential inheritance tax. Our initial investments were bonds, for the benefit of our children. We have moved most of our money into funds with St. James's Place and have purchased ISAs each year. We have been so pleased with Helen's advice that we have encouraged our children to also invest.”
Michael Gilbert, Retired, Brentwood
“I have received prompt and excellent advice from Helen. She has talked me through my options and answers all my queries in an accessible way. Helen is professional and easy to work with. I recommend her without reservation.”
The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.