Testimonials
Read some of the feedback received from clients.Daniel has been managing my personal pension for the last few years and providing wider financial advice. Throughout this time he has always sought to provide me with practical and realistic options tailored to my specific needs and that of my longer term financial goals. Daniel is proactive in his ...
Daniel has gone above and beyond to help organise our investable finances. He always makes himself available to discuss topics no matter how large or small. We have seen real successes with pensions, ISAs and JISAs and have put in place some great products on insurance. Thanks Daniel and keep up ...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
Dan helped arrange my mortgage in the summer. He acted with honesty and integrity throughout the whole process and ensured everything ran smoothly with the lender during a generally challenging period for borrowers. I have since recommended Dan to friends who were having difficulty with their M...
