I have known Mark Dunford for 10 years. Over that time he has successfully organised our pension funds and investments in preparation for our gradual retirement. He has always understood our requirements and has acted promptly, efficiently and with great courtesy. Following this success he now advises four generations of our family. Trusts for our grandchildren, investments for my son, income requirements for my Aunt and investments for our mother.

Client: Professor M F Rogers

Mark is a good listener and provides sound, constructive advice, tailored to my particular needs. Over the years Mark’s input has continued to be of the highest quality. He has earned my trust and continues to be pro-active and effective when dealing with the ever changing challenges of the complex financial arena. I have recommended and will continue to recommend him as a trusted advisor and effective manager of financial investment matters.

Client: Dr S J Madeley

I initially chose the St. James's Place pension plan based on its excellent track record. The actual decision making process was greatly facilitated by the professional and clear advice from Mark Dunford. I like the ongoing flexibility and back up which the St. James's Place Partnership provides for investors. Mark and his staff continue to act in my best interests and I would thoroughly endorse his financial expertise to others.

Client: Mr E S Roper, Retired Chief Executive Officer

He first gave me excellent financial advice when I inherited money and was also very ill. This help and advice has continued over about 15 years and I am still very glad that I am a client of Mark Dunford.

Client: Mrs M L Harvey

Over the past five years my investments have grown way above what I had expected- more importantly we have an annual review where Mark gives me trustworthy advice without any sales pressure. He is always available to give advice and his office team offer a high level of customer support. I have no hesitation in putting my name to this testimonial and would highly recommend Mark Dunford’s service and the financial expertise of St. James's Place.

Client: Mr C Perry, Managing Director