Testimonials
Read some of the feedback received from clients.Very simply Steve has demystified the subject of pensions for my wife and I, providing a very clear analysis of what our assets are and how best to organise them for later life and succession. He is extremely courteous, approachable, professional and about all he makes you feel like a truly valued c...
I am so grateful to have Stephen Cole as my Financial Planner, he is so personable and explains everything so clearly that you feel able to make the right decisions. Stephen has enabled me to take control of my finances and, helped me to secure a great mortgage, improve my investments and has helped...
The value of an investment with St. James's Place will be directly linked to the performance of the funds selected and the value can therefore go down as well as up. You may get back less than the amount invested.
The levels and bases of taxation, and reliefs from taxation, can change at any time. The value of any tax relief depends on individual circumstances.
As I turned 50, it was time to take my ‘head out of the sand’ and come to terms that I was now in the final third of my working life! Thankfully I was introduced to Stephen Cole who’s taken all the unknowns (various frozen pensions etc..) from me and given me clear, easy to understand, honest advise...
Stephen was recommended to me through a friend and I’ve found him to be professional and personable at all times. He comes with a wealth of experience and knowledge of the financial markets and was always clear and diligent in documentation and processing. His flexibility to meet at work or home was...
Stephen has given me some excellent financial advice covering the area that was relevant to me. He was able to address my complex financial situation and give me sound and intelligent solutions. I would and have recommended Stephen to others
Stephen has given us a very professional and thorough service. He has looked into every aspect of our financial situation and always been excellent at coming back with sound and sensible advice. I would highly recommend.
Kirsty has been advising me for 3 years. I’m not financially knowledgeable but Kirsty is very good at explaining how things work so I understand and make the right decision. She makes me feel comfortable and relaxed when dealing with different elements.
Kirsty is amazing. She really puts you at ease when discussing important matters. Talking to you so you clearly understand the situation. I would recommend Kirsty in a heartbeat.
