Testimonials
Read some of the feedback received from clients.Ian has been my financial adviser for a long time, and was recommended by my father, who has used Ian's services for over 20 years. During this time, Ian has been a calm, measured presence in our lives, and my husband and I always come away from each meeting with a clear picture of where we are...
Ian has been advising us for the last 10 years and provides an excellent bespoke service.
I have relied on Ian Forster for advice and support with personal finances for over 15 years. He has always proven to have given good very advice and routinely extends this advice well beyond provision of core investment or retirement planning which is always appreciated. He is diligent at keeping ...
For many years our Partner has given us exceptional service and advice. He is completely honest and trustworthy and has helped us manage our finances through various issues. I have already passed his name onto friends who have benefited from his service.
I have known Ian for about 8 years. He has looked after my finances by moving funds into SJP without creating chargeable events and putting them into assets classes that are tax efficient to my benefit. This has allowed me to retire early in a tax free manner due to the excellent due diligence fr...
I am always impressed at Tim's ability to break down and explain often quite complex matters into 'plain English' When it comes to making Financial decisions, I know I can trust Tim's advice, and wouldn't hesitate in recommending to anyone.
I have been very fortunate to have the benefit of Susie's knowledge and experience to help me organise my numerous pensions. She has been invaluable in providing me with sound financial advice and has also been instrumental in motivating me to get my finances in order including clearing my credit ca...
After many sleepless nights over what to do with a large sum of money I had, a friend of mine recommended a fine young man, Mr Tim Hill. I had a few meetings with him and very soon felt at ease, and knew the way forward to investment. Mr Hill gave me clear, sound advice and I felt he would look afte...
I was very pleased to meet Susie Leverton. I was concerned that the time was approaching for me to make my pension decisions and I had no idea where to start. Our first meeting was both meaningful and informative; Susie provided sound and appropriate advice relevant to my circumstances, using langua...
Tim has always listened to what my requirements are and ensured that he puts my interests first. He has given excellent advice. He gives a first class service and has always been prompt and courteous with any queries I've had. I would certainly recommend him to anyone.
We require honesty, straightforward advice and complete trust in our relationship with a financial adviser. Steve Skeet provides these and more. He communicates in a forthright, open and uncomplicated manner, is responsive to our enquiries and provides suitable solutions to consider. Steve has been ...
Tim has always given advice and has been very helpful with my personal finances and that of my clients. Tim is always available and nothing is too much trouble. I would not hesitate in recommending him to anyone.
Stephen Skeet always follows through extremely promptly on any investment advice given. He is very efficient, excellent at communicating and can always back up his recommendations with hard evidence. He is a very loyal advocate of St. James's Place.
Richard (Facer) has always given sound and invaluable advice. He understands my financial needs and always communicates in a clear and logical way. I am confident that he puts my interests first and that he will look after my finances effectively and guide me in the future. I would not hesitate in r...
Steve Skeet has been providing advice and support to myself and my family throughout my retirement of over ten years. Investments, tax advice, inheritance tax planning and mortgage support are all areas where expertise has been provided. With a solid performance and the process and disciplines requi...
Past performance is not indicative of future performance.
After my husband's passing, I needed some financial advice. My existing advisers sadly did not offer a meeting or much support and so I was referred to Tim from a good friend of mine. He provided face to face trustworthy advice in a way I understood and more importantly he listened. I feel he puts m...
Worrying about the future, my financial position was making me so anxious, and I had no idea where to start. Tim Hill came around and soon had a grasp mine, and my husband's, financial picture. Instead of it looking dire, the future was actually looking bright. It was so empowering and really had a ...
I would have no hesitation in recommending Susie Leverton to anyone. She was always professional, knowledgeable and efficient, giving sound and reliable advice and putting my interests first.
The advice and service I received from Susie and Tim was outstanding and second to none. They had mine and my mum’s interest at the fore front and worked hard to sort out the best Care Fee Plan for mum. They were always at the end of the phone if I needed advice or support. Tim also sorted out my...
