From the outset, I was totally at ease with Amanda. She took the time to get to know me and my family, and understand what we want from our financial future….this has given us huge confidence in both Amanda and our financial security going forwards.
I am very happy with how you conduct your business and aspire to maintain exceptional standards of honesty, trust and integrity. As a satisfied client I could not ask for more and hope this will continue long into the future.
I work in Financial Services, so I have a reasonable understanding of investing. We had met about three other financial advisers, but it didn't feel like they knew any more than I did, or that there was the empathy that you would look for when entrusting someone with a reasonable sum of capital...
Amanda is professional, efficient and friendly. She has a practical approach, challenges appropriately and never makes us feel pressured. We would absolutely recommend Amanda – we already have and will continue to do so as we have been delighted with the results.
I appreciate Amanda’s personal service and her ability to explain clearly what options are available. Amanda’s friendly, professional approach gives me reassurance and peace of mind that my investments are in good hands. I wouldn't hesitate to recommend her.
I was looking for a pensions specialist to advise me on my defined benefits pension. We also wanted a financial adviser who would have a joint relationship with both myself and my wife, who wanted to be more involved in our finances. We liked the St. James's Place model in being experts in mana...
Louise has been such a great help to me, even before I started to invest my money, just the support I needed at the time I most needed it.
As a former Global Head of Currency at a major investment bank and now retired, I have always managed my own investments. After meeting with Amanda and Louise and being presented with a detailed cash flow and investment management strategy for the foreseeable future, I didn't hesitate and made th...