David Roberts & Partners Wealth Management | Financial Adviser

I instantly felt comfortable in Phil's presence, and was happy to discuss my future investments straight away. Phil set up for me an income protection policy, which I hadn’t previously known what one was, so I thought this was great for protecting my own income. Then he set up for me a stocks and sh...

R Mayor| Q-Gen Renewable Energy

Mike gave me the confidence that St. James's Place is the best place to invest my money. Although we have an annual review it is an advantage to be able to contact Mike, directly, at any time to ask a question or seek advice. At the review questions are answered completely and reassuringly, giving m...

Jane Walmsley| Hotel Manager, Manchester

I have been particularly impressed with Mike’s attention to detail and his concern that my investments with St. James's Place continue to grow. In order to extract me from an unsuitable contract he spent much time and effort improving the situation. I am happy that Mike is looking after my financial...

Private Client

My solicitor referred me to Mike Taylor and since then Mike has completed some very important Trust* and Life Insurance work for me in addition to providing some valued input in support of my Pension Planning. Over the years I have dealt with a lot of Advisers and acquired quite a lot of experience ...

Mr Cavanagh| IT Consultant

Past performance is not indicative of future performance.

*Trusts are not regulated by the Financial Conduct Authority.

I first started talking with Gary a number of years ago with a view to consolidating my older pensions and understanding the position with my main “with profits” scheme. Gary explained the conditions of the scheme to me and was instrumental in my decision to move my pensions into funds that I would ...

Mr S Waterhouse| Director

Phil made the process of planning for retirement by creating my first pension plan very simple for me. He explained the tax relief benefits and investment options I had, clearly and concisely. The service he provided was excellent and I have no hesitation in recommending Phil to my personal and prof...

Miss Brookfield| Barrister

I am very happy with my experience with St. James's Place from insuring my income and saving astutely for my future in a tax efficient manner with excellent advice.

Private Client | Marketing Manager – AO.com

I have always found St. James's Place (and in particular Senior Partner Gary Taylor) to be very proactive in keeping me informed of latest developments. They are very knowledgeable on technical issues and have helped me enormously with my financial planning. The annual review is extremely beneficial...

Mr P Attwood| Partner

I have always found Gary very knowledgeable regarding the market, products and especially what products are best fit for my circumstances. I have been particularly impressed with Gary’s solution-based approach where during our regular planned meetings he is always thinking ahead and suggesting ideas...

Mr Deary| Chief Executive Officer

I have known Phil for a number of years, his role as a financial adviser suits his nature, professionalism and integrity. As a father and a business owner Life Insurance was a must. Phil went through all the options in great detail and provided me his recommendation should the worst come to the wors...

Mr Forrest| Director – Digital Company

Gary has provided financial planning advice for both personal and business needs for a number of years. We have always found the advice to be solid and level headed, which has successfully navigated my portfolio through some of the most challenging times in modern history - with the result the inves...

Mr Hanson| Director

Past performance is not indicative of future performance.

I instantly felt comfortable in Phil's presence, and was happy to discuss my future investments straight away. Phil set up for me an income protection policy, which I hadn’t previously known what one was, so I thought this was great for protecting my own income. Then he set up for me a stocks and sh...

R Mayor| Q-Gen Renewable Energy

Mike gave me the confidence that St. James's Place is the best place to invest my money. Although we have an annual review it is an advantage to be able to contact Mike, directly, at any time to ask a question or seek advice. At the review questions are answered completely and reassuringly, giving m...

Jane Walmsley| Hotel Manager, Manchester

I have been particularly impressed with Mike’s attention to detail and his concern that my investments with St. James's Place continue to grow. In order to extract me from an unsuitable contract he spent much time and effort improving the situation. I am happy that Mike is looking after my financial...

Private Client

My solicitor referred me to Mike Taylor and since then Mike has completed some very important Trust* and Life Insurance work for me in addition to providing some valued input in support of my Pension Planning. Over the years I have dealt with a lot of Advisers and acquired quite a lot of experience ...

Mr Cavanagh| IT Consultant

Past performance is not indicative of future performance.

*Trusts are not regulated by the Financial Conduct Authority.

I first started talking with Gary a number of years ago with a view to consolidating my older pensions and understanding the position with my main “with profits” scheme. Gary explained the conditions of the scheme to me and was instrumental in my decision to move my pensions into funds that I would ...

Mr S Waterhouse| Director

Phil made the process of planning for retirement by creating my first pension plan very simple for me. He explained the tax relief benefits and investment options I had, clearly and concisely. The service he provided was excellent and I have no hesitation in recommending Phil to my personal and prof...

Miss Brookfield| Barrister

I am very happy with my experience with St. James's Place from insuring my income and saving astutely for my future in a tax efficient manner with excellent advice.

Private Client | Marketing Manager – AO.com

I have always found St. James's Place (and in particular Senior Partner Gary Taylor) to be very proactive in keeping me informed of latest developments. They are very knowledgeable on technical issues and have helped me enormously with my financial planning. The annual review is extremely beneficial...

Mr P Attwood| Partner

I have always found Gary very knowledgeable regarding the market, products and especially what products are best fit for my circumstances. I have been particularly impressed with Gary’s solution-based approach where during our regular planned meetings he is always thinking ahead and suggesting ideas...

Mr Deary| Chief Executive Officer

I have known Phil for a number of years, his role as a financial adviser suits his nature, professionalism and integrity. As a father and a business owner Life Insurance was a must. Phil went through all the options in great detail and provided me his recommendation should the worst come to the wors...

Mr Forrest| Director – Digital Company

Gary has provided financial planning advice for both personal and business needs for a number of years. We have always found the advice to be solid and level headed, which has successfully navigated my portfolio through some of the most challenging times in modern history - with the result the inves...

Mr Hanson| Director

Past performance is not indicative of future performance.

I instantly felt comfortable in Phil's presence, and was happy to discuss my future investments straight away. Phil set up for me an income protection policy, which I hadn’t previously known what one was, so I thought this was great for protecting my own income. Then he set up for me a stocks and sh...

R Mayor| Q-Gen Renewable Energy

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