Also provide care fees planning and long term care fees planning
Comments from consumers who have used this trader
I needed pension and financial advice regarding retiring. I found advice helpful, clear and easy to understand. I will use them again.
Can't fault service - very helpful and caring as well as proficient when dealing with financial advice and investments.
Very knowledgeable, pleasant and easy to talk to.
Excellent - always pleasant and helpful, nothing is too much trouble.
Excellent review of my investments. Very good personal service.
Have always had good advice from the company
Excellent service at all times - sound advice, both financially and in other family matters - nothing is too much trouble.
Very helpful at all times, clear, dependable advice at all times.
Excellent. St James's place advisors are very trustworthy and I think they have my best interests at heart
I was treated with great courtesy and all details were explained clearly, so that I could make an informed decision on all matters discussed.
Service provides good and reliable information and advice on both present and future investments.
Attentive, well explained investment advice.
Always helpful and advice always appreciated.
The adviser came to discuss my financial affairs. He had all details to hand, gave me good honest advice and I trust him completely along with the company to look after my needs. He explained clearly both the benefits and the risks involved.
Sound advice given.
The principal of Poundbury Wealth Management visited us in Bristol, some 80 miles from Poundbury. He was conscientious and well prepared in his services of our assets, asked us about our plans and discussed our needs with understanding providing social accommodations. He takes care to ensure he contacts us regularly to update us.