Testimonials
Here are some of our recent testimonials from clients. We are extremely proud of our work with existing clients and happy to help you with any financial queries you may have .
We take the time to get to know you and spend the time to figure out if we are a good fit with your needs, and we help you reach your goals by building a solid financial plan with tailored advice just for you.
Here is what our clients have to say about us...
Joe gave excellent and thorough guidance regarding the investment options for my pension pot and best ways to access my funds to secure a healthy retirement for my wife and myself.
Richard has been most impressive in the way he has sorted and reorganised our finances. He has been highly approachable and responsive and got things done decisively, quickly and without fuss. He managed to achieve in a matter of weeks outcomes that would have taken us months – and he found much better solutions than we had considered.
I would recommend him without the slightest hesitation.
Emma has provided us with advice on investments as a family and guided us through various wealth management issues. She has given help to my wife and daughters as well as the wider family which has been invaluable in planning business succession and in managing our tax liabilities. With the forthcoming changes in inheritance tax rules she will be an invaluable source of advice as we change structures and land ownership to try to mitigate the effects of the changes.
Joe has helped to plan for my retirement. He listens carefully to my thoughts and aspirations and provides very considerate advice. He is adept at suggesting a variety of options that carefully balance risk and reward. Joe understands the importance that I place on my family's wellbeing and he takes a genuine interest in our collective future. Joe is a very genuine individual and I would have no hesitation in recommending him.
Richard has advised us for many years, and he has always put our interests first. His advice has been consistently sound and trustworthy and he continues to work very efficiently for us.
When we were considering selling the farm, Richard provided comprehensive information and access to other specialist advisors that we needed to take on board.
The ongoing service of Oundle Wealth Management continues to meet our requirements for future investment planning.
Emma has realigned my investments to match my goals and risk level, she has helped me to grow my portfolio and make a plan going forward.
I now have a pension and feel confident that when I reach retirement I will have security. Joe has helped me to understand what the future may look like and how different scenarios can change my requirements.
Richard has been our financial advisor for some years now and has always been very approachable and efficient in our dealings with him. We feel you need complete confidence in the person handling your money and the advice given, and we feel we have this in Richard and St. James’s Place. We contacted him recently and he gave us reassurance and sound advice, which helped us considerably during a difficult relocation.
Emma is very knowledgeable and has experience in advice in all areas of financial planning. Talking to Emma is very easy and makes you feel comfortable and confident to chat to her about your finances.
Joe assessed my finances and opened up a suitable savings account with SJP. He also advised me on how best, to plan my finances for the future. Joe was very efficient at organising my life and critical illness insurance, for a competitive price.
Richard has provided appropriate, well researched financial advice to us in a clear and unambiguous manner and I would recommend his services to others without hesitation.
I have a quite complex mix of assets and income sources that need specialist input to make the most of. Emma's advice has always been very clear and delivered in an easy-to-understand form. Emma always explains the reasoning behind any advice she offers, and any possible downsides so I always have a clear idea of the likely risks involved in any decisions we make. The outcomes of any decisions on investments have always been as we expect as we have a clear picture going into them.
We are pleased with Richards’ visits, he has tailor made a project for us and we always like the fact that he advises us with regard to risk and tax. We are pleased with the clear information he gives us each visit.
I have dealt with Richard for many years. I have received good advice through some difficult investment times, and I have a great amount of trust in Richard to manage my financial affairs.
Would you like to know more?
Please call our team on 01832 279170 to arrange a meeting or complete our contact us form and we’ll come back to you as soon as we can.
