Testimonials

Read some of the feedback received from clients over the years.

Claire has managed my portfolio for many years, during this period she has listen carefully to my concerns with the financial market fluctuations and guided me into making the correct decisions.

5 to 6 years ago Claire suggested that with my decision that I would be retiring at 70, we need...

Daniel Cannon

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.

Past performance is not a guide to future performance.

I wanted to thank Dawn Carey at Swann Financial Consultancy for her help with our recent re-mortgage/purchase and life insurance. We first enquired in April during the start of the lockdown, Dawn was fantastic during the whole process, she kept us well informed throughout and constantly reassured us...
David | Daventry
Please note that where you are introduced to the service of another provider, their services will be separate and distinct to those offered by St. James's Place.
We have been with Clair since she took over from Derek Weekes, she has always been available and is like a personal friend. I feel her advice has been right for us.
Derek

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.

Past performance is not a guide to future performance.

I have been a client of Swann Financial Consultancy for over thirteen years, and must say, Simon Pigott has provided a fantastic service. He is accessible, friendly, efficient and can always be relied upon. Over the years, I have been very happy in how my Investment Portfolio has been managed. We ca...
Eamonn Kearns | Banbury

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.

Past performance is not a guide to future performance.

Excellent service as always, Claire's knowledge of the financial markets and investments is second to none, i would highly recommend her to friends and family.

James Waring
For many years now I've trusted Claire with all of my financial management and advice. She's extremely knowledgeable, efficient and personable and not only do I regard her as completely trustworthy, I value her opinion and integrity on a whole range of issues/subjects. She's become an essential part...
John

Martin has always been professional and friendly in our meetings and communications. He listens to any concerns and finds answers quickly to any questions we have. Our investments are well managed and we are happy with the returns.

Rachel Smith-Moorhouse

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.

Past performance is not a guide to future performance.

Dawn provided an excellent service for our mortgage. She helped us find a great mortgage even though I am self-employed. There was also the challenge of COVID which meant that we ended up having to change the mortgage on our current house and then port it over to the new house because of the lock...

Sue

Please note that where you are introduced to the service of another provider, their services will be separate and distinct to those offered by St. James's Place.

Dawn was very good , proactive and efficient. Didn't need to chase for anything , which nowadays is unusual !

Lee
Claire's professionalism, knowledge and friendly approach to her clients instils huge confidence in her company and I am rest assured that my money is in the safest hands and working properly for me in my retirement.
Richard

Please note that where you are introduced to the service of another provider, their services will be separate and distinct to those offered by St. James's Place.