“Sophie has been both professional and friendly from day 1. She has understood the needs of our family and worked in a collaborative manner, providing valuable counsel whilst acknowledging our backgrounds in finance. Overall the service has been friendly, professional, on point and balanced allowing us to make informed decisions with all of the salient points covered. Highly recommended.”
Paul and Sally Lake, London. 2016
“Sophie has been extremely helpful by way of her excellent advice on my current financial situation and provided me with numerous options to improve it. This has enabled me to start a financial plan and set financial goals / targets that give me clarity and a good idea of my projected / future financial situation. She is very thorough and professional and a pleasure to deal with.”
James Macdonald, Underwriter – War & Terrorism, London 2016
“Sophie was extremely efficient & professional when helping me to consolidate several legacy pension schemes & set up a new scheme that was better suited to my requirements. I have subsequently used her services on several occasions and would happily recommend her.”
Stephen Bell, Business Owner, London, 2016
“I very much enjoy working with Sophie-Jane, she is a knowledgeable and committed advisor who has provided many valuable insights to the management of my pension portfolio.”
Ms Jane Drew, Corporate Communications Executive, London, 2016.
“Sophie-Jane provides excellent advice with an empathetic approach- her insight into the best tailored investment plan for a novice investor is superb.”
The Partner 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.