Testimonials

Read some of the feedback received from clients.
Josef has been extremely helpful as we work towards our financial goals. He is open, honest and engaging, I would, and have recommended Josef to friends and family, he is a credit to himself and St. James's Place.
Gordon Withers | Director, Burton on Trent
Rick has provided exceptional service to myself and members of my family for many years. A person who is always professional, exhibits excellent financial knowledge and can be trusted to offer sound advice and support at all times. I would certainly recommend Rick to anyone requiring financial help....
Sheila R Moulton | Retired teacher, Stafford
The service and support have been first class - knowing we can telephone for advice with a friendly voice at the end of the line can be reassuring and helpful. I would not hesitate to recommend Rick to anyone.
Private Client
Vikash has managed our investments for some years now, he is very conversant with our investment history and with his experience, we have created a portfolio that suits us. We follow his sound advice and feel comfortable knowing that our investments are working well for us.
I. Graham, Retired, Nottingham
I would not hesitate in recommending Josef to anyone who was interested in seeking financial advice. He has always only sought to make me feel comfortable with any commitment I have made and does not push products which are beyond my acceptance.
David Parrish | Retired, Borrowash, Derby