“Nick helped us, first and foremost, by helping us get on the same page as a couple - this was invaluable because once we were working together, agreed on the financial objectives, everything else became much clearer and we were more motivated to make it happen. Through that process it felt like Nick went above and beyond, calmly helping us understand our options against each objective and ordering them in priority so we could then make a financial plan to achieve our goals.”
Claire Merryweather, Teacher, Stockport
“Nick is an amazingly knowledgeable, warm, thoughtful man and his advice and way of explaining what my next steps are was first class. He used no jargon which I greatly appreciated. He went through my options and made the way forward seem much more simple. His advice was comprehensive, detailed and I felt he had really listened to me. I cannot recommend him enough.”
Annie Day, Holistic Therapist, Stafford
“Nick specialises in helping small business and also Military and Ex-Military people. As I tick both of those boxes Nick was a great fit for me and understood my situation very well. Nick not only helped me to protect myself and my company but in his insights and input also helped me to understand my businesses financial strategy in a way I had not considered before. When it came to long-term financial forecasting and pension planning Nick's own experience with the Military also meant that he understood my current pension situation exactly (something which has baffled other professionals in the past).”
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.