Comments from consumers who have used this trader
Reviewed 19-Sep-2017
Informative & genuinely helpful advice - offering a bespoke, individual service.
Reviewed 19-Sep-2017
Attentive & helpful
Reviewed 13-Sep-2016
I needed pension and financial advice regarding retiring. I found advice helpful, clear and easy to understand. I will use them again.
Reviewed 12-May-2016
Excellent.
Reviewed 12-May-2016
Can't fault service - very helpful and caring as well as proficient when dealing with financial advice and investments.
Reviewed 10-May-2016
First class.
Reviewed 10-May-2016
Very knowledgeable, pleasant and easy to talk to.
Reviewed 10-May-2016
Excellent - always pleasant and helpful, nothing is too much trouble.
Reviewed 10-May-2016
Excellent review of my investments. Very good personal service.
Reviewed 29-Mar-2016
Have always had good advice from the company
Reviewed 21-Mar-2016
Excellent service at all times - sound advice, both financially and in other family matters - nothing is too much trouble.
Reviewed 21-Mar-2016
Very helpful at all times, clear, dependable advice at all times.
Reviewed 15-Mar-2016
Excellent. St James's place advisors are very trustworthy and I think they have my best interests at heart
Reviewed 04-Mar-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 04-Mar-2016
Service provides good and reliable information and advice on both present and future investments.
Reviewed 04-Mar-2016
Attentive, well explained investment advice.
Reviewed 01-Mar-2016
Always helpful and advice always appreciated.
Reviewed 15-Feb-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 08-Feb-2016
Sound advice given.
Reviewed 10-Nov-2015
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.
