“Helen has offered excellent advice to both myself and my wife on savings and pension options. She saved me a lot of money by pointing out the 'single company risk,' I ran in holding my own company shares. We successfully transferred them to a multi-portfolio shares ISA that Helen has continued to grow. The original shares subsequently halved in value! I have no qualms in recommending her to family and friends.”
Colin Aslett, Hartley, Kent
“Her advice has helped us reduce potential inheritance tax and provide valuable investments for our three children. The service we receive from Helen and her team is first class. They are always friendly and helpful. I would not hesitate in recommending her to anyone.”
John Iddiols, Retired Surveyor, Orpington
“Helen Rogers has always provided sound, clean and trustworthy advice. She has always been accessible and responsive. I would not hesitate in recommending her.”
“Helen Rogers has provided my wife and I with well-considered advice, taking our particular investment priorities in retirement foremost and we are most satisfied with the service provided. We are kept informed about market developments and how these may affect our circumstances, and given advice that should improve our holdings. I have recommended her and St. James's Place to colleagues and will continue to do so.”
Retired Geologist, Barrow upon Humber
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.
The Partner 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 title 'Partner' are marketing terms used to describe St. James's Place representatives.