We provide a wide range of services whether you are looking to build, grow, protect or preserve your wealth.
Sam has guided me through the pension transfer process and advised me on the salary sacrifice arrangement. He really listened to my long-term plans and short to medium term financial needs and helped to come to a suitable solution tailored to me. I'm happy that I have a pension and wider investme...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Sam Tindale has been looking after my pension and investments for a couple of years now and has always provided me with accurate, up-to-date and understandable advice on pension planning. Sam is most efficient and a likeable, honest, trustworthy down-to-earth guy and I would recommend him wholeheart...
I have known Matthew for a few years now, Matthew came very highly recommended. I can honestly say we are very very happy with the support and advice Matthew has given us. I have recommended Matthew to a few more friends and I know they are more than happy. I know Matthew has my best interest at hea...
I have been in need of a pension for some time now the thought of working until I die doesn't appeal. I asked Sam Tindale from Tower House Wealth Management if he would be able to give some advice. I found Sam to be most helpful; he comprehensively explain the various op...
We took Sam up on the invite to the profit extraction workshop that he organised at the Bentley Hotel. Some good, hands on information was shared. I see several opportunities, which I can implement immediately, as well as some opportunities that will require support from...
Sam's level of knowledge and advice allowed us to make an informed decision. The level of service Sam provided was exceptional and it is reassuring to know that he is always on hand to help with any queries. I have already recommended him to friends and family!
Came into some money when my mother had a stroke and had to sell her house. Matthew has been very fair very honest, and given us help and advice, to put us in a position to have a comfortable retirement. Matthew has been brilliant all the way and helped our investments, given us advice that is r...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
We were looking for sound financial advice to protect our savings and plan for our retirement years. Matthew has helped enormously with our ISA plans and old pension consolidation and reinvestment. Matthew has given good sound clear advice which hit all our initial objectives.
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew has provided a full retirement plan and has explained and briefed in full how the retirement plan works and will be managed and that everything is in hand to for Matthew and his team to manage the portfolio and provide continued advice, support, and regular updates. We have been fully upd...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew has helped me clearly understand what my retirement can look like financially. He provided options and projections for my wife and my future. We have taken out a pension plan with him that is perfect for us both.
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew has been the friendly face of Tower House Wealth Management acting for St. James's Place. We have met with him on several occasions where he explained Wealth Management options in an easy-to-understand way. He took us through the stages of enrolment and document completi...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matt has given us advice on making best use of our inheritance, minimising IHT and giving us a secure retirement while also ensuring our children will inherit. Matt is extremely personable and professional. He responds quickly to queries and is patient explaining financial concepts we may not und...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew was brilliant at objectively breaking down what initially seemed a very complex financial situation into accessible and realistic options that I could understand, and provided a clear outlook for how this would impact my situation longer-term, and then supported my subsequent decisions. A...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew did a fantastic job from start to finish from meticulously explaining the process & all options available all the way through to setting up the pension. His wealth of knowledge & expertise were second to none. I feel in very safe hands & can't recommend highly enough!
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matt has been brilliant at keeping me up to date with how my investments have been performing - didn’t want anything too high risk and he has advised accordingly. It has been steady but given that my investment was low risk, and given the current global situation, it is pretty much where I expec...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Sam helped set up my first pension and protections. He expertly guided us through tough times (due to bereavement) He has historically (and currently) helped other family members also With Sam's help we have set up our future plans, financially. Sam has helped my mother get where she needs to be ...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Sam has guided me through the pension transfer process and advised me on the salary sacrifice arrangement. He really listened to my long-term plans and short to medium term financial needs and helped to come to a suitable solution tailored to me. I'm happy that I have a pension and wider investme...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Sam Tindale has been looking after my pension and investments for a couple of years now and has always provided me with accurate, up-to-date and understandable advice on pension planning. Sam is most efficient and a likeable, honest, trustworthy down-to-earth guy and I would recommend him wholeheart...
I have known Matthew for a few years now, Matthew came very highly recommended. I can honestly say we are very very happy with the support and advice Matthew has given us. I have recommended Matthew to a few more friends and I know they are more than happy. I know Matthew has my best interest at hea...
I have been in need of a pension for some time now the thought of working until I die doesn't appeal. I asked Sam Tindale from Tower House Wealth Management if he would be able to give some advice. I found Sam to be most helpful; he comprehensively explain the various op...
We took Sam up on the invite to the profit extraction workshop that he organised at the Bentley Hotel. Some good, hands on information was shared. I see several opportunities, which I can implement immediately, as well as some opportunities that will require support from...
Sam's level of knowledge and advice allowed us to make an informed decision. The level of service Sam provided was exceptional and it is reassuring to know that he is always on hand to help with any queries. I have already recommended him to friends and family!
Came into some money when my mother had a stroke and had to sell her house. Matthew has been very fair very honest, and given us help and advice, to put us in a position to have a comfortable retirement. Matthew has been brilliant all the way and helped our investments, given us advice that is r...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
We were looking for sound financial advice to protect our savings and plan for our retirement years. Matthew has helped enormously with our ISA plans and old pension consolidation and reinvestment. Matthew has given good sound clear advice which hit all our initial objectives.
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew has provided a full retirement plan and has explained and briefed in full how the retirement plan works and will be managed and that everything is in hand to for Matthew and his team to manage the portfolio and provide continued advice, support, and regular updates. We have been fully upd...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew has helped me clearly understand what my retirement can look like financially. He provided options and projections for my wife and my future. We have taken out a pension plan with him that is perfect for us both.
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew has been the friendly face of Tower House Wealth Management acting for St. James's Place. We have met with him on several occasions where he explained Wealth Management options in an easy-to-understand way. He took us through the stages of enrolment and document completi...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matt has given us advice on making best use of our inheritance, minimising IHT and giving us a secure retirement while also ensuring our children will inherit. Matt is extremely personable and professional. He responds quickly to queries and is patient explaining financial concepts we may not und...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew was brilliant at objectively breaking down what initially seemed a very complex financial situation into accessible and realistic options that I could understand, and provided a clear outlook for how this would impact my situation longer-term, and then supported my subsequent decisions. A...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matthew did a fantastic job from start to finish from meticulously explaining the process & all options available all the way through to setting up the pension. His wealth of knowledge & expertise were second to none. I feel in very safe hands & can't recommend highly enough!
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Matt has been brilliant at keeping me up to date with how my investments have been performing - didn’t want anything too high risk and he has advised accordingly. It has been steady but given that my investment was low risk, and given the current global situation, it is pretty much where I expec...
Past performance is not indicative of future performance.
The value of an investment with St. James's Place will be directly linked to the performance of the funds you select and the value can therefore go down as well as up. You may get back less than you invested.
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Sam helped set up my first pension and protections. He expertly guided us through tough times (due to bereavement) He has historically (and currently) helped other family members also With Sam's help we have set up our future plans, financially. Sam has helped my mother get where she needs to be ...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
Sam has guided me through the pension transfer process and advised me on the salary sacrifice arrangement. He really listened to my long-term plans and short to medium term financial needs and helped to come to a suitable solution tailored to me. I'm happy that I have a pension and wider investme...
The reviews shown above have been gathered and displayed directly through Vouched For and have not been verified by SJP.
SJP Approved 20/09/2023
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.