Testimonials
Read some of the feedback received from clients.'Now I'm using Pete, I'm quite happy with the way things are going, he's taken all the stress out of my finances I'm quite happy to have him come on a regular basis - he'll contact me and say we need a catch up'
'I was very happy to take Pete's advice. He made sure I was tax efficient by investing in an ISA which I had never even thought of and also very happy with St. James's Place and the subsequent service I have received. I'd be happy to recommend Pete to any friends or family as a highly effective f...
'Pete is highly skilled in asking the right questions so that he can understand the kind of protection that you need for your family and for your business.'
Please note that advice with regard to exit strategy planning may involve the referral to a service that is separate and distinct to those offered by St. James's Place.
“I have known Peter for a number of years now, and I am extremely happy about the advice and support he has given me. He is always approachable, and understands my needs completely. He takes time to consider the impact upon our family, and we thank him for giving us peace of mind. I always recommend...
“Pete provided extremely important, and structured advice, in a way we could understand, to show how our plans, goals and dreams can be achieved in the future as a direct result of redirection of spend now. We would definitely recommend Pete.”
“Peter approached our finances from a completely different angle, we planned backwards from where we wanted to be in retirement to where we are now and setting the objectives along the way. I have seen more of Peter in the six months since the process started than I saw of my previous financial advi...
Pete looked at my finances as a whole, not just my personal but also my business assets which helped me understand where I stand with regards to retirement and what I need to do to get to where I want to be.
