Senior Partner Practice of St. James's Place Wealth Management
“My wife, Jennifer and I have known Damon for more than 20 years and his advice has always been sound and in our best interest. I would happily recommend him to anyone, he has guided us like a family member.”
Michael Goatman, Retired Optician, Malvern
“We have known Steve Allnutt for several years. During that time, he has consistently provided us with sound financial advice. We transferred our portfolios into St. James's Place when Steve joined the company, as we wanted to retain his knowledge and expertise. Steve always puts the customer first and takes time to explain matters that can be complex. We would not hesitate in recommending Steve to anyone.”
Mark Gould, Retired, Cardiff
“I have known Steve for a number of years now and he has always been open, honest and given me excellent financial advice. I fully trust his judgement and he is always highly responsive and a really nice person to work with. I highly recommend Steve.”
Name Supplied, Olney
“After coming in to a very unexpected windfall I was worried about what to do with it, and Paul Godwin was happy to talk it through with me, whereas many others were not. In all our subsequent discussions Paul has been utterly professional and trustworthy, and he had kept me at ease whilst keeping jargon to a minimum. I would be very happy to recommend Paul Godwin to anyone in need of investment advice.”
“Paul Godwin is an extremely able financial adviser helping me personally over several years with investments and pension advice of the highest order. I greatly value his integrity and unflappable humerous manner and would have no hesitation in recommending him to any future client.”
“We have known Paul for over 30 years. He has looked after our finances for 20 years and we trust him completely. We would happily recommend Paul to our family and friends.”
Mr and Mrs J D Warminster
“Andrew King has provided me with clear and concise information concerning my investments. His explanations have helped me to understand the labyrinth of paperwork. He has also always contacted me when he had promised to and with the information requested.”
“I have dealt with Andrew king for many years, and have always been very happy with the service that he has provided me with, the products that he has recommended to me have always suited me well, and have performed well.”
“I have found Mr King very knowledgeable about the products on the market which would be suitable for my particular financial situation. Mr King keeps in close contact with me and keeps me up to date with what is happening.”
“Thank you for being very supportive and always accessible, and for taking so much trouble to help me with my financial affairs.”
“Andrew is very professional and friendly putting one at ease from the start. He understood our requirements and was able to advise us accordingly. I would recommend his services.”
“I have used GL / LP wealth as our Financial Advisors for several years now and am always impressed with the excellent understanding of our changing financial situation and goals. The products recommended have performed well, and the regular review meetings ensure that any changes we do need to make are well executed. Graham’s friendly, knowledgeable and highly professional approach, have been invaluable in managing finances for the present and in setting things up for the future. I feel I can get on with the rest of my life knowing my investments are completely looked after and have no hesitation in recommending this excellent service to future clients.”
“Financial matters are a minefield at the best of times. Making provision for one’s financial future is even more daunting. This is where LPWM has proved invaluable by offering excellent advice in easy to understand language. Moreover their trustworthy and friendly staff work hard to ensure the best possible returns on investments. If you need investment advice of any sort LPWM are the logical choice.”
“Graham Lewis has been our investment advisor for some time now. His friendly and direct manner contributes to an excellent and valued working relationship. Having assessed with us our present life phase, financial situation and intentions, the investment advice given has been helpful and clear with reference to benefits and risks. When queries arise communication is rapid and direct. Throughout these ongoing changing times we look forward to continuing our association with Graham and LP.”
D & R, London
The value of an investment with St. James's Place will be directly linked to the performance of the fund you select and the value can therefore go down as well as up. You may get back less than you invested.
The Partner Practice 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/about-st-james-place/our-business/our-products-and-services. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Lansdown Place Wealth Management Ltd is registered in England and Wales, Number 5458948. Registered Office: 2 Oakfield Road, Clifton, Bristol, BS8 2AL, England.