Testimonials
Read some of the feedback received from clients.I feel pretty lucky in having met Philip since his outstanding competency and professionalism have been very helpful for achieving my financial plans. His suggestions have been very useful and his patience in accommodating all my requests has been extraordinary! More importantly, he gets in touch wi...
My personal pension planning was in a complete mess prior to meeting Philip. With great professionalism and competency he quickly brought order to the chaos and has since continued to add real value to the process. I also very much enjoy my personal relationship with Philip, even though our conversa...
I have worked with Philip for a number of years. He has always provided sound, considered advice which was based on a complete understanding of my position. His approach is understated. He develops a rapport by understanding your interests and gives you the very real sense that he is there for the j...
St James’s Place has always given me exceptional advice and service. They have accompanied me every step since I discovered them in 2006 – UK Will*, Mortgage, UK Pension and now ISAs. Ideal for busy professionals; tailor-made advice given by friendly and expert partners meeting you at your workplace...
When I met Philip I had not got round to getting my pension planning organised, despite good intentions. Philip talked me through the possibilities and we agreed an approach. He visited me regularly to provide timely updates and sound advice to keep me on track. His low key, but very effective, appr...
Philip recognises that although I work in the financial arena and understand the theory I rarely find sufficient time to focus on my own financial agenda. Philip prompts me to act without being pushy and works around me and my availability to ensure that ideas become a reality. The focus on me and u...
Philip, together with his colleague, Tim Alexander-Dann, have always proved reliable, knowledgeable and entirely straightforward in their dealings with me. Their regular and candid assessment of the financial realities of my investments has been much appreciated as have their conscientious efforts t...
