Partner Practice of St. James's Place Wealth Management
“My St. James's Place Partner has provided a great service throughout the transition from my working life into retirement. It has been a challenge for me and receiving positive feedback about my investments has helped me to accept that I will have no more earnings through work. I can now relax and enjoy my retirement knowing that I have invested wisely. His advice has been straightforward and easy to understand. His personal attention through visiting me at home has been helpful and responsive. I feel confident that I can talk to him at any time and that I will get sound advice about my current and future financial situations.”
Sheila Richards, Retired Healthcare Executive
“Wayne has been looking after both mine and my wife's pensions and investments for a number of years and has always provided sound, honest and professional advice. Wayne insist on meeting regularly face to face and is a good sounding board for bouncing ideas off. I would have no hesitation in recommending Wayne to prospective clients.”
“I would recommend Wayne to anyone requiring personalised support and guidance in financial planning affairs. His primary skills include intelligent information gathering by asking the key questions, he is always a listener before acting as an analyst and making suggestions and listing any options. He is excellent at providing tailored, detailed explanations of the risks and implications of any decisions. ”
The Partner Practice 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. The 'St. James's Place Partnership' and the titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
Consilium Wealth Management Ltd is registered in England and Wales, Number 11411613. Registered Office: Manor House, 35 St. Thomas's Road, Chorley, Lancs, PR7 1HP, United Kingdom.