I would like to thank you for the outstanding service provided to my staff. You spent several hours at my company providing them with high quality financial advice. This has not only provided them with the help they needed, but also helped me to offer an extra benefit to them.
Dear Stephen,
I would like to take this opportunity to thank you for your advice and guidance with regard to our children’s retirement planning.
Having demonstrated your integrity and character in all our previous dealings, you could be the only choice for my wife and I w...
Dear Stephen, I would just like to write to say how impressed I have been with your service. Not only did you come out to our house, which was very convenient, you also then took the responsibility of dealing with several different pensions, accrued over man...
I wanted to write and thank you for your support to numerous clients of mine over the last few years. I have been happy to recommend you to many of our clients, as I know you will give them an opinion on whether or not their existing pension is working for t...
Thank you very much for organising mine and my brother’s relevant life insurance policies and pension investment plans recently. As we are busy running our company these are the type of things which get forgotten. It is very reassuring to know that now my whole family’s futures are...
I have always found Stephen to be knowledgeable of current situations. He provides sound advice, is trustworthy, always helpful, easily contacted and thanks to him I have security.
He has always given me sound advice on which is the best for my long term investment portfolio, and to switch funds when necessary to increase the value for the long term financial goals. Stephen has worked with me for a number of years and the advice and support have been first class. I would not h...
I have invested with St. James's Place for many years now. I am a semi-retired musician and without the advice and loyalty of Stephen I certainly would be struggling financially. I now have security for ever.