Reviews
Get the best pension and investment advice from one of our recommended pensions advisors so that you are well set up for your retirement.
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Lisa has given us sound pension advice with both our pension funds. She has always been very honest and professional with us. Would highly recommend.
Dianne from St James Place Wealth Management helped me to seek the right kind of income protection for my needs, whilst ensuring affordability and helped me to recognise the importance of where my finances could be improved.
Darren is a true professional and I am very happy that I decided to take up his services. He has gone out of his way to fully explain all of the options and offer the best possible advice.
Excellent advice on my pension arrangements. Really listened and understood my outlook and future plans before advising me. Very detailed and thorough report produced to help me make my decision.
Look after my pensions and have been great to deal with. Good performance and loads of communication
Lisa McCreadie was recommended to me from a good friend and solicitor. Lisa to date has been extremely good to deal with, clear, precise and very professional. She has already saved me a lot of money with her advise on how to move money from my business to my private pensions. Would recommend Lisa’s services to anyone looking for advice to help secure their future.
We’re ready when you are.
We know it’s a big decision, but when you’re ready to find your mortgage, we’ll be there to help you. It’s important that you get the right advice, and that where we come in, as we’ll help introduce you to a broker who specialises in advising and matching customers to the right deals for their circumstances.
We work with experts who know mortgages inside out and are well connected so that they are able to get the best possible deals for you. All this can be done without you even needing to meet face-to-face. All the advisors we refer you to are qualified and experienced and have dealt with every kind of mortgage.
We will introduce you to a broker free of charge and they’ll be able to advise you and get you a decision in principle, or written estimate from the mortgage lender.
See what others think ...
Richard Groome
I engaged with Darren at SJP to get help understanding and consolidating my pensions which had been created by different employers. I now have a great handle on my pensions and since then Darren has become a superb help with my financial planning. Highly recommend
Tony Doel
Adrian Morhide is a very helpful person, he has guided me through my investments since 2015. He is very helpful and I would happily recommend him to others.
Graham
Amazing service. Best pension and investment provider in the marketplace: you get what you pay for in life.
In the 20 or so years with St James Place I have seen good returns and good service. Yes you do pay but overall it just works for me. Now retired, am using the drawdown facility with regular reviews and in the three years of taking income my capital has grown so no complaints. I do believe it is very dependent on the relationship with the partner you work with, I have been very satisfied and would and have recommended.
I have been investing with SJP for over 10 years. The partner I have worked with has provided excellent support and advice and we have developed a very good relationship based on current needs and future plans. The investments have performed well over the years and are beginning to recover again after the falls earlier in 2020. Getting access to your investment should the need arise, is also relatively straightforward. The staff I have dealt with have always been courteous and helpful.
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