Our approach
At our firm, we strive to provide an approachable yet professional service to those we work with. We understand the importance of positively impacting not just the lives of our clients, but also the lives of their loved ones. Our goal is to create strong, long-term relationships with our clients with the belief that a client is for life.
As we journey with our clients, we aim to support them in all aspects of life, preparing for both the expected and unexpected to come. Whether it be navigating the holiday of life or creating a strong financial future for themselves and their families, we aim to be a trusted partner in their journey.
Testimonials
Paul and I would certainly recommend Linda to any of our friends & colleagues who are looking for financial advice. Linda is very professional, knowledge, and provides information in a clear & personable way. Thanks for looking after us.
I have been a client of Dave's since approximately 2012. Started with life insurance and mortgage advice. This soon lead to investment advice for most of my family including my elderly father and my young son!
I have total faith that Dave and St. James's Place have our best interests at he...
Dave really helped and supported our business throughout our expansion transition. Without hesitation we would recommend Dave’s company for all areas of business. Dave has looked after our family business for many years and we appreciate his knowledge and experience.
David’s advice over the years has allowed me to relax over our investments, feeling safe in the knowledge they are being well looked after.
Trust must be earned, more nowadays than ever, I am pleased to put these words forward and hope they can give the reader some assurances about what th...
Linda has always provided me with a proactive service and has always delivered on her promises. She has kept in touch to keep my affair under review but I have never found her to be pushy to the detriment of other advisers I have in place.
Linda has always provided a friendly, efficient & responsive service. In terms of service, St. James's Place are the benchmark by which I measure my other pension providers.
Every confidence in the investments made and have never seen a reduction in our investments.
Linda gives sound & quality advice and any requests are dealt with swiftly.
Linda quickly sorted out our investments and tidied up our financial affairs very efficiently. She is very professional and approachable - nothing is ever too much trouble. We feel confident that we are in safe hands.
I have been very happy entrusting my financial future to Linda. She has always been really helpful and approachable.
I cannot speak too highly of the level of help in the management of my financial affairs I have received since my account was taken over by Linda.
Linda provides a personal, professional, knowledgeable, targeted advice service that is second to none in my opinion. Linda is personal, consistent and competent, and visits on a regular basis, or whenever you want specific advice. Nothing is too much trouble for Linda. You really feel that Linda, a...
Linda completely re-organised my pension planning and has at all times given me sound reliable advice.
Linda spends the time to get to know us, so that we know that her recommendations are based on our situation and needs.
Paul and I would certainly recommend Linda to any of our friends & colleagues who are looking for financial advice. Linda is very professional, knowledge, and provides information in a clear & personable way. Thanks for looking after us.
I have been a client of Dave's since approximately 2012. Started with life insurance and mortgage advice. This soon lead to investment advice for most of my family including my elderly father and my young son!
I have total faith that Dave and St. James's Place have our best interests at he...
Dave really helped and supported our business throughout our expansion transition. Without hesitation we would recommend Dave’s company for all areas of business. Dave has looked after our family business for many years and we appreciate his knowledge and experience.
David’s advice over the years has allowed me to relax over our investments, feeling safe in the knowledge they are being well looked after.
Trust must be earned, more nowadays than ever, I am pleased to put these words forward and hope they can give the reader some assurances about what th...
Linda has always provided me with a proactive service and has always delivered on her promises. She has kept in touch to keep my affair under review but I have never found her to be pushy to the detriment of other advisers I have in place.
Linda has always provided a friendly, efficient & responsive service. In terms of service, St. James's Place are the benchmark by which I measure my other pension providers.
Every confidence in the investments made and have never seen a reduction in our investments.
Linda gives sound & quality advice and any requests are dealt with swiftly.
Linda quickly sorted out our investments and tidied up our financial affairs very efficiently. She is very professional and approachable - nothing is ever too much trouble. We feel confident that we are in safe hands.
I have been very happy entrusting my financial future to Linda. She has always been really helpful and approachable.
I cannot speak too highly of the level of help in the management of my financial affairs I have received since my account was taken over by Linda.
Linda provides a personal, professional, knowledgeable, targeted advice service that is second to none in my opinion. Linda is personal, consistent and competent, and visits on a regular basis, or whenever you want specific advice. Nothing is too much trouble for Linda. You really feel that Linda, a...
Linda completely re-organised my pension planning and has at all times given me sound reliable advice.
Linda spends the time to get to know us, so that we know that her recommendations are based on our situation and needs.
Paul and I would certainly recommend Linda to any of our friends & colleagues who are looking for financial advice. Linda is very professional, knowledge, and provides information in a clear & personable way. Thanks for looking after us.
