Positive, professional & relaxed atmosphere in office. All staff seemed to care about delivering the best service possible, excellent ! (Reviewed February 2019)

Great team, very professional and friendly service, very pleased. (Reviewed February 2019)

Very good & professional financial advice & investments. (Reviewed September 2017)

Financial Investment Advice - all good. (Reviewed September 2017)

Informative & genuinely helpful advice - offering a bespoke, individual service. (Reviewed September 2017)

Attentive & helpful (Reviewed September 2017)

I needed pension and financial advice regarding retiring. I found advice helpful, clear and easy to understand. I will use them again. (Reviewed September 2016)

Excellent. (Reviewed May 2016)

Can't fault service - very helpful and caring as well as proficient when dealing with financial advice and investments. (Reviewed May 2016)

First class. (Reviewed May 2016)

Very knowledgeable, pleasant and easy to talk to. (Reviewed May 2016)

Excellent - always pleasant and helpful, nothing is too much trouble. (Reviewed May 2016)

Excellent review of my investments. Very good personal service. (Reviewed May 2016)

Have always had good advice from the company (Reviewed March 2016)

Excellent service at all times - sound advice, both financially and in other family matters - nothing is too much trouble. (Reviewed March 2016)

Very helpful at all times, clear, dependable advice at all times. (Reviewed March 2016)

Excellent. St James's place advisors are very trustworthy and I think they have my best interests at heart (Reviewed March 2016)

I was treated with great courtesy and all details were explained clearly, so that I could make an informed decision on all matters discussed. (Reviewed March 2016)

Service provides good and reliable information and advice on both present and future investments. (Reviewed March 2016)

Attentive, well explained investment advice. (Reviewed March 2016)

Always helpful and advice always appreciated. (Reviewed March 2016)

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. (Reviewed February 2016)

Sound advice given. (Reviewed February 2016)

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. (Reviewed November 2015)