Partner Practice of St. James's Place Wealth Management
“I joined St. James's Place two years ago with inheritance capital. Zero knowledge of monetary business or investment understanding St. James's Place, recommended by a friend and supported by friends who had been with the company for 10 years. I was overwhelmed at the care and guidance I received and the benefits of wise investment that provided income and sound security over and above anything I could have envisaged.”
Christopher Anderson, Designer, Stamford
“At our initial meeting with Richard I experienced him as being a friendly, knowledgeable and well informed professional. His listening skills are exceptional. He presents investment opportunities appropriate for me with clarity and patience responding to my questions while supporting and guiding me with sound productive advice. My income is now in a healthier state and I face retirement secure and confident with the support of a trustworthy advisor who will continue to manage investments and act in my best interests. I have no hesitation in recommending his exceptional services to others.”
“Richard has provided us with advice on a range of different products over the past few years. We have always found him to be professional & approachable. We have greatly appreciated his advice and guidance, as well as the time he has taken to get to know us. We have already recommended his services to others and will continue to do so. ”
Mr & Mrs Meadowcroft, Hale
“We have used Richard to invest for ourselves and our children over the past couple of years. We have found his approach to be both professional and balanced. We would not hesitate in recommending Richard to others as we have been very pleased with the service he has provided us. ”
Mr. & Mrs. Breakell, Wilmslow
“Richard's advice & service have been extremely valuable to me. As someone who knew very little about personal finances and planning I have found that Richard has been able to explain all my options clearly. Having taken his advice my finances are certainly in a better state & I'm confident that by taking his advice I will make the most of my income for the future. Thank you for your help.”
Miss. A. Parkinson, London
“I am delighted with the service that I have received and the help afforded to my sister. ”
Mr. M. Roff, Alderley Edge
An investment with St. James's Place will be directly linked to the performance of the funds selected and may fall as well as rise. 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.
Wilkinson Financial Management is a trading name of Wilkinson Wealth Management Ltd. Wilkinson Wealth Management Ltd is registered in England and Wales, Number 09829333. Registered Office: Bank House, Market Square, Congleton, Cheshire, CW12 1ET.