Testimonials
Read some of the feedback received from clients.We have come back to Dawn Carey for our mortgage renewal as we were really impressed with the support we received for our initial mortgage application.
Dawn is reactive & responsive to all our emails, questions & queries, but more importantly makes the whole process painless for u...
Dawn was superb throughout our house buying process. I would highly recommend her to anyone looking for a mortgage broker. She was professional, timely and proactive in her approach. She made the house buying process as stress free as possible for myself and my partner, navigating the various sta...
Just looked at my SJP pension, it looks amazing! Great result, please convey my thanks to your colleagues and peers. I will be speaking highly of your business to friends and family.
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...
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...
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.
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...
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.
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...
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.
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...
Dawn was very good , proactive and efficient. Didn't need to chase for anything , which nowadays is unusual !
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.
Mike Bull has gone above and beyond his duties to help me with issues that otherwise would have been far more difficult to resolve. He is a true asset to myself and his company, I couldn't recommend him more.
Dawn has done a fantastic job for me after having several failed attempts to secure a mortage we finally got there. Dawn was a great support during the challenges we faced and was totally professional throughout.
