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.
Very supportive with good advice without being pushy for business.
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.
Personalised and supportive.
Attentive and very helpful.
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.
Excellent. Friendly, accommodating and reliable.
Excellent financial advice given in a very friendly and professional manner.
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.
I asked Tim to look at whether it would be appropriate to purchase an annuity on behalf of my aunt for her cacre home fees. He took the trouble to help me look at her finances, set a quote for the annuity and then help. He look at the best course of action. There were insufficient funds. No sales pressure at all.