Principal Partner Practice of St. James's Place Wealth Management
“My wife and I have been investing with St. James’s Place through CMP Financial since September 2007 and Fiona has been our appointed adviser since 2015. Whilst we had no complaints about the level of service from CMP Financial before 2015, we can honestly state that since Fiona took us under her wing, the service we’ve received has been incredibly good. She has a very comprehensive understanding of our financial arrangements, our family situation, our attitude to risk and our potential inheritance liabilities. So much so that during our periodic reviews she doesn’t need to refer to notes or be reminded of the pertinent facts in any way whatsoever. When discussing the various options relating options relating to investments, she offers valuable and pertinent advice as to the alternative available and whilst many of them obviously relate to St. James’s Place products, she is never ‘pushy’. Fiona routinely review our situation with us, regardless of whether or not there is a likely prospect of a ‘sale’ at that point of time. Consequently we are always extremely comfortable in our dealings with her. She’s very personable and we trust her advice implicitly. She is a credit to both St. James’s Place and CMP Financial and we have no hesitation in recommending her. In fact we’d go as far as saying, "if you are thinking of investing in St. James’s Place, make sure you get Fiona as your adviser".”
J.M. Wilkinson, Retired, Ellesborough
“Chris has given me excellent advice over the years which has made a significant difference to the financial position of my wife and I. His patience, knowledge and friendly approach has helped us gain clarity and realise our true financial position. His experience, professionalism and friendly approach has given us considerable peace of mind. We would not hesitate to recommend Chris.”
Mr D. Evans, Barrister at Law
“Over the last 18 months, Jenny has helped me completely transfer my financial arrangements, concentrating on pensions and investments, I’ve been able to advance my plan for early retirement with a secure financial base, I’ve been particularly impressed with Jenny’s ability to present complex issues in a clear and concise way. I would confidently recommend her to anybody looking for financial planning advice.”
Mr D. Finn, Management Consultant
“I have known Mrs Max Patel for many years. My job takes up a lot of my time, and I find that Max always is very accommodating of this and I have absolute trust in her ability and advice. ”
“We have relied on Liz now for 5 years for our financial planning and really appreciate her friendly and professional service. She is knowledgeable in addressing our questions and concerns and proactive in perusing our interests through options we had not considered. She is competent and reliable in all matters and nothing is too much trouble.”
“The advice and assistance that I receive from Max is second to none. I would never hesitate to recommend her and I do recommend her often. Great client care skills.”
Minal Rajshaktin, Solicitor, Luton
“We have known Max Patel for several years. We have always trusted her advice in dealing with our finances with great results. We find her extremely knowledgeable about her business. Her good communication skills have given us a good understanding and the confidence to invest in St. James's Place Wealth management.”
Mariana Ineson, Retired teacher, Luton
“Max has done exactly what she told me at our first meeting. She is totally professional as well as being a charming and friendly person. I can say without qualification that I trust and admire Max and feel my fund is in safe hands.”
The Partner Practice 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
CMP Financial is a trading name of Specialist Trust Solutions LLP. Specialist Trust Solutions LLP is a Limited Liability Partnership registered in England and Wales, Number OC316863. Registered Office: The Stable Barn, Upton End Farm, Meppershall Road, Shillington, Hertfordshire, SG5 3PF, England. View the Members of Specialist Trust Solutions LLP.