“When I met Amanda, it was clear that she knew more than I did, and that she had our best interests at heart. Our experience with Amanda has been very positive. We have felt well supported on all the big decisions that we have had to make. At a time of huge uncertainty in the markets, I feel like I have got the personal advice that I would want from a financial adviser, but with the reassurance that behind that I have a very large financial organisation.
“I would describe Amanda as hugely knowledgeable, with a wide breath of financial knowledge; I never feel that she doesn't understand something. She is very trustworthy. She is also very personable; we have spent quite a lot of time with her, and getting on with and liking your financial adviser is important to us.”
“We liked the St. James's Place model in being experts in managing the experts.
“Amanda prepares well for our meetings, she always comes with a slide deck and is amazingly punctual! She is very consistent and very professional, responding quickly to questions and feeding back quickly after our meetings, checking that she has captured all the actions. She also provides solutions beyond just her financial remit ;we genuinely feel she is committed to us as her clients. The philosophy that Amanda brings, to be able to meet our needs with least risk, is definitely attractive.”