TESTIMONIALS

Kind words from happy clients…

We love hearing feedback, here’s what some of our happy clients had to say about us.

What my clients say Sound, professional advice

I have dealt with Stuart for a number of years now and he has consistently offered sound professional advice.  Every year my annual review is discussed in a friendly, relaxed manner and the risks and benefits of various options for investment are clearly explained. I would have no hesitation in recommending Stuart – and have done on a number of occasions to date.

Tom Bird
What my clients say I have recommended Stuart to my family and friends

I have been advised by Stuart for over 10years and always received great advice and assistance with my pensions and investments as well as a whole range of additional financial planning services. I have recommended Stuart to family and friends and will continue to do so.

Richard Ake
What my clients say Reliable, approachable, reassuring

Reliable, approachable, reassuring and with a good knowledge of the current financial environment. Very professional and informative. Delivers financial savings both business and personal tailored to specific needs. We have recommended Stuart to many of our clients.

Adam Franks Accountant
What my clients say Knows and understands my financial needs

Taken the time to get to know me and understand and address my particular financial needs. Is always available to answer questions and discuss my plans. I like the fact he’s local and conducts regular reviews. The website is easy to use and gives me a clear dashboard of my investments. 

Andrew Longfellow Company Director
What my clients say Organised and highly diligent

Stuarts attentive nature sets him apart, he always offers sound advice and is clear to outline the different options and routes available. Both he and his team are well organised and highly diligent, I would have no hesitation in recommending them. 

Andrew Osbaldeston Director
What my clients say Takes the time to understand your financial situation

Stuart explains in clear and simple terms the merits of investment options, he also takes time to understand your own financial situation and future plans in order to be able to present the options in a context that is relevant to your own needs. Once invested, you have regular updates and again Stuart takes the time to demonstrate how your investment has grown versus the planned performance. In simple terms, when working with Stuart, you know your investments will be maximised. 

Charlie Bennett

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Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.