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.
Client
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