Testimonials
Read some of the feedback received from clients.I would like to express my high regard for the service and support provided to both myself and GA Engineering. You have not only provided timely advice, the solutions to our business and personal challenges have been creative, appropriate and practical. The level of professionalism has been exemp...
David helped me move my pension, ISAs and other investments from a bank where I received no advice or service, and I had lost confidence in them. Now I believe my money is being looked after more professionally and I have far more confidence in David and St. James's Place to look after my investm...
David’s personable approach to me as a client gives me an element of trust in his advice. Importantly he doesn’t disappear after the initial investment is made. He then offers an ongoing monitoring service which I deem most important. His advice to date has been sound and I have no problem recomm...
David has always impressed me with his market knowledge, he keeps up to date and conveys this insight in such an understandable manner. He is easy to deal with, accessible and very trustworthy. His advice to date has made us money and that is what matters when engaging a private wealth manager.
The flagstone* platform has made our cash management vastly easier. Previously we had a couple of savings accounts, rotating each year to find better rates but this was painful to manage and spread cash between a limited number of banks. With flagstone I can spread our cash across multiple banks ...
*Flagstone is St. James's Place’s preferred Cash Management Platform provider and their services are separate and distinct to the services provided by SJP.
I have known David for over 16 years. I have always found him extremely helpful, giving advice on my various financial issues - pensions, trusts*, best investments for capital etc. He explains the pros and cons of different ideas and keeps me pointing in the best direction. This is always done cl...
*Trusts are not regulated by the Financial Conduct Authority.
We have had dealings with David for over nine years, where his experience and knowledge of financial planning and expert advice on all categories of schemes, designed to utilise the protection and best returns for investors, have helped us in making sound financial decisions. David is very approa...
