Kind words from happy clients…

We love hearing feedback, here’s what some of our happy clients had to say about us.

2 ladies chat about their financial futures
What my clients say Trustworthy and attentive

He has always put my interests and concerns first with full precise explanations as to the status of my portfolio. He is trustworthy and very attentive…supplying me with quarterly and annual support. I would not hesitate recommending him to anyone.

C Berry VP Global Business Development
What my clients say Always on hand

The advice and help David has given to me has been invaluable. He has always been on hand to deal proactively with my investments for me in the long term and into retirement. I would gladly recommend his services.

D Mosley Solicitor
What my clients say Absolute confidence

David impressed me from my first meeting with him. In addition to being a thoroughly nice guy, which is always a positive, he is very knowledgeable about the range of investment products on the market. I have absolute confidence that his advice is always in my best interests and would recommend him to anyone.

G Jones Solicitor
What my clients say Friendly and extremely helpful

For many years David has looked after our investments and more recently has dealt with our pensions. He has always given us tremendous help and advice so we are in a position in the near future to have an enjoyable and comfortable retirement. He is always friendly and extremely helpful when we need any help or advice what-so-ever.

G Payne

What my clients say Professional and trusting relationship

Having been a client with David for 3 years, we have built a professional and trusting relationship that gives us the confidence to listen to his advice and invest appropriately. David has shown himself to be very patient and we value his ongoing advice and regular review meetings.

J Hilton Property Director
What my clients say Concise and helpful advice

I have appreciated his concise and helpful advice on managing my affairs in such a professional manner. The service provided is excellent and highly recommend him to any person.

What my clients say Sound advice

David has made us feel like we have done the right thing in investing with St. James’s Place. David has given us sound advice and confidence to move forward and would recommend him to others without any hesitation.

M Drury Farmer


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Sovereign Wealth Limited is an Appointed Representative of and represents only St. James’s Place Wealth Management plc (which is authorised and regulated by the Financial Conduct Authority) for the purpose of advising solely on the group’s wealth management products and services, more details of which are set out on the group’s website www.sjp.co.uk/products. Sovereign Wealth Limited is a Limited company registered in England and Wales, Number 07115386. The ‘St. James’s Place Partnership’ and the titles ‘Partner’ and ‘Partner Practice’ are marketing terms used to describe St. James’s Place representatives.