Partner Practice of St. James's Place Wealth Management
“I have valued Aaron's advice enormously for almost 10 years. He understands very clearly the needs of his client and assesses the level of investment risk very carefully. His attention to detail is outstanding and he is readily available to discuss issues as they arrive. Highly recommended!”
Peter Holt FRCP, Retired Consultant, Cardiff
“I chose to work with Gareth because I was impressed with his level of knowledge of the financial market and the great efforts he made to listen and understand my personal requirements. This has enabled him to recommend me with an individually tailored, innovative and flexible financial solution to meet the needs for myself and my family. The support from Gareth is consistent and always available giving me the assurances I need for future financial planning.”
Andrew Peach, Director, Crickhowell
“I was introduced and recommended to Gareth Thomas one year ago. He has given me excellent advice on both our meetings, I have always felt that he puts my needs and future investments first, spent lots of time explaining sound and trustworthy advice. I feel very confident that I and my savings are safe and protected and I would have no hesitation in recommending him or the company. He has given me exceptional service.”
Hugh J Bond-Williams, Retired, Cardiff
“I have now been a client of Andrew Davies for the past eight years. Throughout this time I have always received top quality advice tailored to my exact requirements. The service I have received has been second to none over a wide range of investments. I would not hesitate in recommending Andrew Davies to anyone needing the best financial advice.”
Richard Woodley, Retired Company Director, Cardiff
“I have found Andrew and his team to be thoroughly professional in every respect. Their service is superlative and their attention to detail is exceptional. They have removed all of the anxiety associated with the running of a portfolio. Because of this and their sound and trustworthy advice, I would not hesitate to recommend them.”
Roger Nelson, Company Director, Ross on Wye
“Having been introduced to Adam Rees back in 1995, I can honestly say I owe a good friend Lloyd James a debt of gratitude. The way in which Adam has always gone about his business and the clear concise way he has explained things that have made my decision easy. This has all been bourne out by the exceptional service I have received from him and his team for over 22 years. I have done and would not hesitate to recommend his services to friends and family.”
Alwyn Davies, General Manager, Pontyclun
“Adam has been our financial adviser for some years. We have consistently found him to be accessible, friendly and above all he has provided us with sound advice at all times. I have no hesitation in recommending both him, his staff and St. James's Place.”
Peter Bowen-Simpkins, Consultant, Swansea
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.
Past performance is not a guide to future performance
The Partner Practice 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 titles 'Partner' and 'Partner Practice' are marketing terms used to describe St. James's Place representatives.
HawkinsThomas Wealth Management is a trading name of HawkinsThomas Ltd. HawkinsThomas Ltd is registered in England and Wales, Number 09355910. Registered Office: 8 Deryn Court, Wharfedale Road, Cardiff, CF23 7HA.