Testimonials
Read some of the feedback received from clients.I really appreciate the personal and professional advice Ellie gives me. Once again, she listened very carefully to the plans I have for my future and gave me several options as to how I can achieve these. We discussed them thoroughly in terminology I can understand which I appreciated. I would t...
My first meeting with Ellie was truly a memorable one. She was incredibly professional and knowledgeable in all aspects of Financial Planning. I would also like to thank her P.A Sofie for her efficiency. Both are an asset to St. James's Place.
The service and support from Martin Wilkinson is second to none, we value his advice and would not hesitate in recommending him to anyone. Finance can be very technical and confusing but Martin has a way of explaining that can be understood by all.
Martin provides an exemplary service with sound and rationale advice. Knowledgeable in a wide spectrum of fields from many years in the financial services sectior. Appreciative of our family needs he has always provided sound advice. He offers a wide spectrum of services and has links to other pr...
During her time as our Personal Financial Advisor as part of Thompson Wealth Management; Jayne has proved herself to be professional and trustworthy in all that she does. She has shown herself to be extremely knowledgeable, supportive and friendly when dealing with us and our finances. I would ...
I have known Marting Wilkinson for many years during which he has always given helpful, sound, wise and trustworthy financial advice. Following my move from East Kent he has not hesitated in making the long journey from Kent to my new home west of Reading. His friendly, careful and personal approach...
Martin has spent a lot of time with us and has got to know us personally and of our future plans. He has taken this information and devised an investment plan that is suitable for us and yet flexible enough when personal circumstances have recently changed to be amended. We have every confidence in ...
Martin has always appeared to us as completely professional and trustworthy and the advice and support he has given us we feel has been sound and in our interests. We would not hesitate in recommending him to others looking for effective financial planning advice.
After many years of work and accumulating 6 pension funds, I decided it was time to prepare for my retirement. I met Neil who has provided an invaluable service for me. He reviewed, re-organised and simplified my retirement planning. I now feel that I will be financially ready for my retiremen...
Past performance is not indicative of future performance.
Mr Martin Wilkinson has been exemplary in his dealings with me. He met me many years ago @Lloyds bank and recently resumed management of my finances, for now one year. His advice has always been honest and I have found him trustworthy. I have already recommended him and St. James's Place to a brothe...
Not Knowing any thing about the financial side of life Martin's advice has been a gods send and has helped us feel more secure in our retirement. Would we recommend Martin, too right we would.
We first met Martin through our bank and were impressed with his unassuming approach, experience and valued recommendations. We continued our relationship following his move to St. James's Place where he has since helped us build a portfolio to secure suitable and flexible investments that match our...
We have been working with Neil for 6 months and are really impressed with his service, great attention and thoroughly trustworthy advice. Nothing is too much trouble and he applies no pressure. In the short time we have had our investments with St. James's Place they have performed well. We would...
Past performance is not indicative of future performance.
I am completely delighted with the service that I have received in terms of attention to detail, guidance and advice on investments and prompt reaction to any query. This has meant I can retire when I want to as the pension arrangements are in perfect order.
Neil has guided me through the pensions and savings maze for over 5 years. He carefully assessed my needs and has acted to help me achieve my pensions and savings objectives. He always acts in my best interests and regularly reviews my financial wellbeing making adjustments as necessary. He builds c...
Neil and his team at Thompstone Wealth Management have revolutionised the way my family and I see our finances. His advice and management of our pensions and investments has proven to be one of the best financial decisions we have made to date. His professional, knowledgeable yet friendly approach h...
Jayne, from the very beginning explained in a clear and simple way, how best to make the most of my finances. She has guided, advised and reassured me through the entire process with regular meetings and updates. Most importantly, she listens and understands my financial needs now and in the future....
The advice and support we have received from Jayne at St James Place has always been first class. Our relationship has developed over a number of years and I have complete confidence she has always had our best interests at heart. The level of service and attention to detail has been second to none....
Jayne is always responsive to queries and uses her knowledge to help my decision making. She listens properly, understands different needs and perspectives and has been so helpful in my first 10 years as a company director. I regularly recommend her to others and have no issue with popping an email ...
Neil has kindly, efficiently and professionally provided financial advice to my wife for many years. During the last couple of years I decided to change my investments under the personal and much appreciated services of Neil and his team. Together with ongoing personal meetings Neil has provided exc...
Neil has transformed my approach to my personal financial management and has given me more confidence for the future. He is unrestricting in his time and dedication in helping me understand what he is doing, and is consistent in his approach.
Neil and his team are friendly. I am very satisfied with everything and extremely happy. It is very important to me to have one to one meetings and Neil points me in the right direction with regards to my financial planning which I find vital. It is great all round.
I have known and worked with Neil for four years. I find Neil's knowledge and manner puts me at ease. He is very helpful and the fact that I can meet face to face is very convenient. I could not do this over the telephone. He completely takes the stress out of having to organise my financial affairs...
Really helpful advice for both my family and me. Would not hesitate to recommend Neil, very thorough and helpful advice.
Neil has managed our family personal finances for over 8 years now, and has provided fantastic financial advice, expertise, and support. This input and guidance have been invaluable.
Neil has looked after my investments for more than 8 years and has always provided balanced pragmatic and positive advice to my questions regarding my portfolio. He leads a team with a wide knowledge of financial matters, who will advise on mortgages, investments, savings, pensions, and a lot of ...
The service we have received from Jayne has been fantastic. Her communication is exemplary, she is very approachable and flexible. It is clear that she works in the best interests of her clients and in a conscientious and efficient manner. We highly recommended her and are grateful for all her he...
Jayne went over and above on several occasions to source us the best mortgage options and financial advice during frustrating ever changing circumstances. Jayne was responsive and thorough when looking at options for us and always took the time to listen and understand our needs.
Neil has always been approachable and most helpful with any questions I might have had no matter how small the question. I have enjoyed a great relationship with Neil for many years, he is a first class financial adviser.
Mickey Walters is very knowledgeable and a delight to work with. He identified some areas within my business where we can make potential savings, which is great. I have referred my work colleagues to him so that they can benefit from his wealth of experience.
Having met Mickey for the first time just over a year ago, I took an immediate liking to him. He is one of the most passionate, understanding, and conclusive people I know in this sector. He creates an immediate warmth to understanding needs, rather than having his own motive. I would highly reco...
Mickey Walters was recommended to us by our accountants. He has been thoroughly trustworthy, showing a great range of knowledge and has explained what the various options were open to us for my forthcoming retirement. We discussed what we wanted and he has put together a very good plan that we’re...
Absolutely delighted with my relationship manager, he has demonstrated trustworthiness and clarity ever since I have opened the account. Outstanding experience.
Mickey makes a complex subject clear and understandable. He goes above and beyond, ensuring an outstanding level of support and service and is genuinely concerned about achieving the best outcome for his clients needs. There is nowhere else I would go.
I highly recommend Mickey, he provides excellent advice that is always well thought out and tailored to my needs. He is personable and approachable and makes discussing even the most complex financial matters easy and stress-free. He has a calm demeaner which is reassuring especially when naviga...
