Testimonials
Read some of the feedback received from clients.From the initial meeting to setting up the consolidation, Gavin has been very professional and courteous. He has given me clear information as well as appropriate advice on how to get the most out of my money. This has been borne out by my first annual financial review with very positive results....
I enjoyed working with Thomas Webster as my financial advisor and I can’t recommend him enough. From the beginning, Thomas provided clear and understandable information, patiently explaining all the available options. His approachability and willingness to answer my questions made the process smo...
Tom Webster is always responsive to our requests taking time to get to know us and what we need/want to achieve. He explains his recommendations clearly, relating them to our objectives so that we can understand them! We have confidence the advice he gives is sound and based upon his expert knowl...
I have been with SJP for my investment advice for the last ten years. I have been looked after by Mr Gavin Lawler of Rhodes Wealth Management for the last four years, meeting at my residence once a year, frequently giving me opportunity to discuss my investment by emails and by zoom meetings. I h...
Josh has been nothing but professional, informative, knowledgeable and completely trustworthy. Nothing is too much trouble and I know that I can contact him at any point. Various pensions are now very controlled and organised. I now have easy access to seeing how my plan is progressing where tran...
St. James's Place have guided and grown our investments for more than 20 years. A recent exhaustive review covering strategy, wills and inheritance planning in retirement has given us great clarity and importantly peace of mind. I cannot put a value on the level of service and quality of advice r...
Past performance is not indicative of future performance.
Will writing involves the referral to a service that is separate and distinct to those offered by St. James's Place. Wills are not regulated by the Financial Conduct Authority.I have been with SJP following my redundancy from local government approximately 12 years ago. At that time a friend recommended SJP to me. After looking into alternatives I took the decision with the agreement of my wife to invest our modest funds with the organisation. I was informed that it wa...
Past performance is not indicative of future performance.
We have worked with Gurdeep now for a number of years. For anything financial, investment, pension, future changes relates we always turn to Gurdeep, valuing his opinion, knowledge, experience and most of all down to earth and practical approach. Gurdeep is always professional, realistic, balance...
I would definitely recommend Lewis as a financial adviser. His knowledge and advice was exceptional, “first class”. He took his time to explain in every detail about my pension investments. Lewis’s attitude and approach was exemplary. Lewis’s professionalism totally put me at ease and I trusted h...
At our very first meeting this year with Lewis, I was impressed from the moment he arrived. He had researched our finances, made many suggestions and was not afraid to broach difficult discussions. He is the best Adviser we have ever had and would recommend him to anyone.
